TDAM USA’s Evergy EVRG Stock Holding History

TDAM USA’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 Q4	$4.38M	Buy	+63,810	New	+$4.15M	0.27%	93
2019 Q3	–	Sell	-7,464	Closed	-$449K	–	252
2019 Q2	$449K	Buy	7,464 +235	+3%	+$13.7K	0.03%	207
2019 Q1	$420K	Sell	7,229 -808	-10%	-$46K	0.03%	205
2018 Q4	$456K	Buy	8,037 +859	+12%	+$49.6K	0.03%	245
2018 Q3	$414K	Sell	7,178 -30	-0.4%	-$1.7K	0.03%	268
2018 Q2	$405K	Buy	+7,208	New	+$386K	0.03%	270

Other funds holding EVRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

TDAM USA's EVRG Position: Q4 2021 in Review

TDAM USA opened a new position in Evergy (EVRG) in Q4 2021: 63,810 shares worth $4.38M. The stake represents 0.27% of the portfolio and ranks #93 among its holdings. This is a return to the name: TDAM USA previously reported a position in EVRG as recently as Q2 2019.

TDAM USA first reported a position in EVRG in Q2 2018 and has held it in 6 quarters since. 632 funds tracked by Wall St. Rank hold EVRG as of Q4 2021.

TDAM USA held 63,810 shares of Evergy worth $4.38M as of Q4 2021.
Evergy was a new TDAM USA position in Q4 2021.
Evergy made up 0.27% of TDAM USA's portfolio in Q4 2021, its #93 holding.
TDAM USA first reported a position in Evergy in Q2 2018 and has held it in 6 quarters since.
632 funds tracked by Wall St. Rank held Evergy as of Q4 2021.

Based on TDAM USA's 13F filing for Q4 2021, filed 10 Feb 2022.