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Stone Ridge Asset Management’s Evergy EVRG Stock Holding History

Stone Ridge Asset 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
2020
Q3 		– Sell
-5,292
Closed -$314K – 153
2020
Q2 		$314K Sell
5,292
-11,708
-69% -$693K 0.05% 405
2020
Q1 		$936K Buy
17,000
+3,000
+21% +$197K 0.1% 218
2019
Q4 		$911K Buy
+14,000
New +$893K 0.05% 424
2019
Q1 		– Sell
-10,986
Closed -$624K – 1151
2018
Q4 		$624K Hold
10,986
– – 0.04% 673
2018
Q3 		$603K Hold
10,986
– – 0.03% 750
2018
Q2 		$617K Buy
+10,986
New +$588K 0.04% 680

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
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

Stone Ridge Asset Management's EVRG Position: Q3 2020 in Review

Stone Ridge Asset Management sold out of Evergy (EVRG) in Q3 2020, closing a stake of 5,292 shares — an estimated $314K sold.

Stone Ridge Asset Management first reported a position in EVRG in Q2 2018 and held it in 6 quarters. The position peaked at $936K in Q1 2020. 562 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

  • Stone Ridge Asset Management reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
  • Stone Ridge Asset Management sold 5,292 Evergy shares in Q3 2020, an estimated $314K.
  • Stone Ridge Asset Management first reported a position in Evergy in Q2 2018 and held it in 6 quarters.
  • Stone Ridge Asset Management's Evergy position peaked at $936K in Q1 2020.
  • 562 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on Stone Ridge Asset Management's 13F filing for Q3 2020.