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Sustainable Insight Capital Management’s Evergy EVRG Stock Holding History

Sustainable Insight Capital 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
2019
Q2 		– Sell
-6,000
Closed -$348K – 70
2019
Q1 		$348K Sell
6,000
-21,100
-78% -$1.2M 0.45% 56
2018
Q4 		$1.54M Sell
27,100
-5,000
-16% -$289K 2% 14
2018
Q3 		$1.76M Buy
+32,100
New +$1.82M 1.15% 24

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sustainable Insight Capital Management's EVRG Position: Q2 2019 in Review

Sustainable Insight Capital Management sold out of Evergy (EVRG) in Q2 2019, closing a stake of 6,000 shares — an estimated $348K sold.

Sustainable Insight Capital Management first reported a position in EVRG in Q3 2018 and held it in 3 quarters. The position peaked at $1.76M in Q3 2018. 567 funds tracked by Wall St. Rank hold EVRG as of Q2 2019.

  • Sustainable Insight Capital Management reported no remaining Evergy position as of Q2 2019 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 6,000 Evergy shares in Q2 2019, an estimated $348K.
  • Sustainable Insight Capital Management first reported a position in Evergy in Q3 2018 and held it in 3 quarters.
  • Sustainable Insight Capital Management's Evergy position peaked at $1.76M in Q3 2018.
  • 567 funds tracked by Wall St. Rank held Evergy as of Q2 2019.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2019, filed 6 Aug 2019.