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TAM
Tealwood Asset Management’s
Evergy
EVRG
Stock Holding History
Tealwood Asset 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
2022
Q1
–
Sell
-38,882
Closed
-$2.67M
–
134
2021
Q4
$2.67M
Sell
38,882
-2,274
-6%
-$148K
1.07%
26
2021
Q3
$2.56M
Buy
+41,156
New
+$2.7M
1.04%
27
2021
Q1
$2.56M
Sell
43,045
-4,555
-10%
-$252K
1.02%
31
2020
Q4
$2.64M
Sell
47,600
-2,557
-5%
-$140K
1.24%
29
2020
Q3
$2.55M
Sell
50,157
-1,695
-3%
-$94.8K
1.66%
22
2020
Q2
$3.07M
Buy
51,852
+520
+1%
+$30.8K
2.04%
13
2020
Q1
$2.83M
Sell
51,332
-905
-2%
-$59.5K
1.6%
18
2019
Q4
$3.4M
Sell
52,237
-74
-0.1%
-$4.72K
1.42%
21
2019
Q3
$3.48M
Buy
52,311
+66
+0.1%
+$4.17K
1.5%
13
2019
Q2
$3.14M
Sell
52,245
-1,828
-3%
-$107K
1.28%
30
2019
Q1
$3.14M
Sell
54,073
-1,892
-3%
-$108K
1.34%
27
2018
Q4
$3.18M
Buy
+55,965
New
+$3.23M
1.51%
18
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
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
MAM
Magellan Asset Management
Sydney, Australia
$7.71B AUM
11.08%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland)
Geneva 73, Switzerland
$84.3B AUM
26.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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