Symmetry Partners’s Evergy EVRG Stock Holding History

Symmetry Partners’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
2024 Q3	–	Sell	-3,872	Closed	-$205K	–	233
2024 Q2	$205K	Hold	3,872	–	–	0.01%	499
2024 Q1	$207K	Hold	3,872	–	–	0.02%	523
2023 Q4	$202K	Buy	+3,872	New	+$195K	0.01%	491
2023 Q3	–	Sell	-3,872	Closed	-$226K	–	547
2023 Q2	$226K	Hold	3,872	–	–	0.01%	534
2023 Q1	$237K	Hold	3,872	–	–	0.01%	502
2022 Q4	$244K	Hold	3,872	–	–	0.01%	500
2022 Q3	$230K	Hold	3,872	–	–	0.02%	502
2022 Q2	$253K	Hold	3,872	–	–	0.02%	491
2022 Q1	$265K	Hold	3,872	–	–	0.02%	528
2021 Q4	$266K	Sell	3,872 -1,085	-22%	-$70.5K	0.02%	542
2021 Q3	$312K	Hold	4,957	–	–	0.02%	543
2021 Q2	$300K	Hold	4,957	–	–	0.02%	567
2021 Q1	$295K	Hold	4,957	–	–	0.02%	560
2020 Q4	$275K	Hold	4,957	–	–	0.02%	537
2020 Q3	$252K	Buy	+4,957	New	+$277K	0.02%	530

Other funds holding EVRG

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Franklin Resources

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

Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return