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TOMS Capital Investment Management’s Evergy EVRG Stock Holding History

TOMS Capital Investment 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
2020
Q4 		– Sell
-800,000
Closed -$40.7M – 27
2020
Q3 		$40.7M Sell
800,000
-800,000
-50% -$44.7M 6.08% 6
2020
Q2 		$94.9M Buy
+1,600,000
New +$94.8M 30.75% 1

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TOMS Capital Investment Management's EVRG Position: Q4 2020 in Review

TOMS Capital Investment Management sold out of Evergy (EVRG) in Q4 2020, closing a stake of 800,000 shares — an estimated $40.7M sold.

TOMS Capital Investment Management first reported a position in EVRG in Q2 2020 and held it in 2 quarters. The position peaked at $94.9M in Q2 2020. 593 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

  • TOMS Capital Investment Management reported no remaining Evergy position as of Q4 2020 after selling out during the quarter.
  • TOMS Capital Investment Management sold 800,000 Evergy shares in Q4 2020, an estimated $40.7M.
  • TOMS Capital Investment Management first reported a position in Evergy in Q2 2020 and held it in 2 quarters.
  • TOMS Capital Investment Management's Evergy position peaked at $94.9M in Q2 2020.
  • 593 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on TOMS Capital Investment Management's 13F filing for Q4 2020, filed 9 Feb 2021.