SLF
EVRG icon

Sun Life Financial’s Evergy EVRG Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-3,904
Closed -$232K – 219
2021
Q1 		$232K Buy
3,904
+3,770
+2,813% +$209K 0.02% 113
2020
Q4 		$7K Sell
134
-2
-1% -$110 ﹤0.01% 424
2020
Q3 		$7K Buy
136
+1
+0.7% +$56 ﹤0.01% 402
2020
Q2 		$8K Buy
135
+28
+26% +$1.66K ﹤0.01% 326
2020
Q1 		$6K Sell
107
-32
-23% -$2.1K ﹤0.01% 334
2019
Q4 		$9K Sell
139
-59
-30% -$3.76K ﹤0.01% 327
2019
Q3 		$13K Sell
198
-14
-7% -$886 ﹤0.01% 460
2019
Q2 		$13K Sell
212
-241
-53% -$14.1K ﹤0.01% 456
2019
Q1 		$26K Sell
453
-288
-39% -$16.4K 0.01% 450
2018
Q4 		$42K Buy
741
+6
+0.8% +$346 0.01% 419
2018
Q3 		$40K Sell
735
-215
-23% -$12.2K 0.01% 483
2018
Q2 		$53K Buy
+950
New +$50.9K 0.01% 419

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return