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Tiverton Asset Management’s Evergy EVRG Stock Holding History

Tiverton 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
2019
Q3 		$434K Buy
6,510
+6,237
+2,285% +$394K 0.02% 425
2019
Q2 		$16K Sell
273
-6,917
-96% -$405K ﹤0.01% 680
2019
Q1 		$417K Buy
+7,190
New +$409K 0.02% 379

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiverton Asset Management's EVRG Position: Q3 2019 in Review

Tiverton Asset Management increased its Evergy (EVRG) stake by 2,285% in Q3 2019, buying an estimated $394K and bringing the position to 6,510 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #425.

Tiverton Asset Management first reported a position in EVRG in Q1 2019 and has held it in 3 quarters since. 588 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

  • Tiverton Asset Management held 6,510 shares of Evergy worth $434K as of Q3 2019.
  • Tiverton Asset Management bought 6,237 Evergy shares in Q3 2019, an estimated $394K.
  • Evergy made up 0.02% of Tiverton Asset Management's portfolio in Q3 2019, its #425 holding.
  • Tiverton Asset Management first reported a position in Evergy in Q1 2019 and has held it in 3 quarters since.
  • 588 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.