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Stanley-Laman Group’s Evergy EVRG Stock Holding History

Stanley-Laman Group’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
2020
Q3 		– Sell
-16,542
Closed -$981K – 238
2020
Q2 		$981K Buy
16,542
+92
+0.6% +$5.45K 0.24% 119
2020
Q1 		$906K Sell
16,450
-1,391
-8% -$91.4K 0.28% 105
2019
Q4 		$1.16M Sell
17,841
-438
-2% -$27.9K 0.27% 114
2019
Q3 		$1.22M Sell
18,279
-1,498
-8% -$94.8K 0.3% 98
2019
Q2 		$1.19M Buy
19,777
+721
+4% +$42.2K 0.29% 105
2019
Q1 		$1.11M Buy
19,056
+806
+4% +$45.9K 0.27% 114
2018
Q4 		$1.04M Buy
18,250
+550
+3% +$31.7K 0.29% 104
2018
Q3 		$972K Buy
17,700
+89
+0.5% +$5.03K 0.24% 129
2018
Q2 		$989K Buy
+17,611
New +$943K 0.22% 128

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Stanley-Laman Group's EVRG Position: Q3 2020 in Review

Stanley-Laman Group sold out of Evergy (EVRG) in Q3 2020, closing a stake of 16,542 shares — an estimated $981K sold.

Stanley-Laman Group first reported a position in EVRG in Q2 2018 and held it in 9 quarters. The position peaked at $1.22M in Q3 2019. 562 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

  • Stanley-Laman Group reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
  • Stanley-Laman Group sold 16,542 Evergy shares in Q3 2020, an estimated $981K.
  • Stanley-Laman Group first reported a position in Evergy in Q2 2018 and held it in 9 quarters.
  • Stanley-Laman Group's Evergy position peaked at $1.22M in Q3 2019.
  • 562 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on Stanley-Laman Group's 13F filing for Q3 2020, filed 20 Oct 2020.