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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Symmetry Partners's EVRG Position: Q3 2024 in Review

Symmetry Partners sold out of Evergy (EVRG) in Q3 2024, closing a stake of 3,872 shares — an estimated $205K sold.

Symmetry Partners first reported a position in EVRG in Q3 2020 and held it in 15 quarters. The position peaked at $312K in Q3 2021. 719 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

Symmetry Partners reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 3,872 Evergy shares in Q3 2024, an estimated $205K.
Symmetry Partners first reported a position in Evergy in Q3 2020 and held it in 15 quarters.
Symmetry Partners's Evergy position peaked at $312K in Q3 2021.
719 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.