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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 $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
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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sun Life Financial's EVRG Position: Q2 2021 in Review

Sun Life Financial sold out of Evergy (EVRG) in Q2 2021, closing a stake of 3,904 shares — an estimated $232K sold.

Sun Life Financial first reported a position in EVRG in Q2 2018 and held it in 12 quarters. The position peaked at $232K in Q1 2021. 582 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

  • Sun Life Financial reported no remaining Evergy position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 3,904 Evergy shares in Q2 2021, an estimated $232K.
  • Sun Life Financial first reported a position in Evergy in Q2 2018 and held it in 12 quarters.
  • Sun Life Financial's Evergy position peaked at $232K in Q1 2021.
  • 582 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.