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Standard Family Office’s Evergy EVRG Stock Holding History

Standard Family Office’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 		– Sell
-35
Closed -$2K – 228
2021
Q2 		$2K Hold
35
– – ﹤0.01% 373
2021
Q1 		$2K Hold
35
– – ﹤0.01% 422
2020
Q4 		$2K Buy
+35
New +$1.92K ﹤0.01% 423

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CS
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Standard Family Office's EVRG Position: Q3 2021 in Review

Standard Family Office sold out of Evergy (EVRG) in Q3 2021, closing a stake of 35 shares — an estimated $2K sold.

Standard Family Office first reported a position in EVRG in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 592 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

  • Standard Family Office reported no remaining Evergy position as of Q3 2021 after selling out during the quarter.
  • Standard Family Office sold 35 Evergy shares in Q3 2021, an estimated $2K.
  • Standard Family Office first reported a position in Evergy in Q4 2020 and held it in 3 quarters.
  • Standard Family Office's Evergy position peaked at $2K in Q2 2021.
  • 592 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.