Sullivan, Bruyette, Speros & Blaney’s Evergy EVRG Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 Q1	$247K	Buy	4,153 +23	+0.6%	+$1.27K	0.01%	265
2020 Q4	$229K	Hold	4,130	–	–	0.01%	263
2020 Q3	$210K	Buy	4,130 +130	+3%	+$7.27K	0.01%	243
2020 Q2	$237K	Hold	4,000	–	–	0.01%	213
2020 Q1	$220K	Hold	4,000	–	–	0.02%	198
2019 Q4	$260K	Hold	4,000	–	–	0.01%	212
2019 Q3	$266K	Hold	4,000	–	–	0.02%	199
2019 Q2	$241K	Hold	4,000	–	–	0.01%	206
2019 Q1	$232K	Buy	4,000 +270	+7%	+$15.4K	0.01%	191
2018 Q4	$212K	Hold	3,730	–	–	0.01%	184
2018 Q3	$205K	Buy	+3,730	New	+$211K	0.02%	163

Other funds holding EVRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's EVRG Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its Evergy (EVRG) stake by 0.56% in Q1 2021, buying an estimated $1.27K and bringing the position to 4,153 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #265.

Sullivan, Bruyette, Speros & Blaney first reported a position in EVRG in Q3 2018 and has held it in 11 quarters since. The position peaked at $266K in Q3 2019. 585 funds tracked by Wall St. Rank hold EVRG as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 4,153 shares of Evergy worth $247K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney bought 23 Evergy shares in Q1 2021, an estimated $1.27K.
Evergy made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #265 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in Evergy in Q3 2018 and has held it in 11 quarters since.
Sullivan, Bruyette, Speros & Blaney's Evergy position peaked at $266K in Q3 2019.
585 funds tracked by Wall St. Rank held Evergy as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.