Sonora Investment Management’s Evergy EVRG Stock Holding History

Sonora Investment Management’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$7.7M	Sell	123,759 -2,760	-2%	-$181K	0.96%	37
2021 Q2	$7.65M	Buy	126,519 +1,834	+1%	+$115K	1%	36
2021 Q1	$7.42M	Buy	124,685 +10,941	+10%	+$605K	0.58%	60
2020 Q4	$6.31M	Buy	113,744 +14,764	+15%	+$810K	0.52%	67
2020 Q3	$5.03M	Buy	98,980 +7,422	+8%	+$415K	0.47%	70
2020 Q2	$5.43M	Buy	91,558 +3,054	+3%	+$181K	0.56%	64
2020 Q1	$4.87M	Buy	88,504 +7,975	+10%	+$524K	0.58%	58
2019 Q4	$5.24M	Buy	80,529 +77,915	+2,981%	+$4.97M	0.5%	73
2019 Q3	$174K	Buy	2,614 +2,255	+628%	+$143K	0.02%	253
2019 Q2	$22K	Buy	+359	New	+$21K	﹤0.01%	832

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sonora Investment Management's EVRG Position: Q3 2021 in Review

Sonora Investment Management reduced its Evergy (EVRG) stake by 2.2% in Q3 2021, selling an estimated $181K and leaving 123,759 shares worth $7.7M. The position accounts for 0.96% of the portfolio, ranked #37.

Sonora Investment Management first reported a position in EVRG in Q2 2019 and has held it in 10 quarters since. 592 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

Sonora Investment Management held 123,759 shares of Evergy worth $7.7M as of Q3 2021.
Sonora Investment Management sold 2,760 Evergy shares in Q3 2021, an estimated $181K.
Evergy made up 0.96% of Sonora Investment Management's portfolio in Q3 2021, its #37 holding.
Sonora Investment Management first reported a position in Evergy in Q2 2019 and has held it in 10 quarters since.
592 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.