Townsend & Associates’s Evergy EVRG Stock Holding History

Townsend & Associates’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 Q3	–	Sell	-4,925	Closed	-$320K	–	97
2022 Q2	$320K	Hold	4,925	–	–	0.15%	65
2022 Q1	$350K	Buy	4,925 +43	+0.9%	+$2.77K	0.16%	65
2021 Q4	$321K	Buy	4,882 +41	+0.8%	+$2.67K	0.18%	65
2021 Q3	$300K	Buy	4,841 +40	+0.8%	+$2.62K	0.15%	65
2021 Q2	$297K	Buy	4,801 +39	+0.8%	+$2.44K	0.17%	63
2021 Q1	$283K	Buy	4,762 +43	+0.9%	+$2.38K	0.18%	64
2020 Q4	$262K	Buy	4,719 +46	+1%	+$2.52K	0.19%	63
2020 Q3	$247K	Buy	4,673 +45	+1%	+$2.52K	0.19%	62
2020 Q2	$274K	Buy	4,628 +39	+0.8%	+$2.31K	0.23%	66
2020 Q1	$262K	Buy	4,589 +41	+0.9%	+$2.69K	0.27%	66
2019 Q4	$289K	Buy	4,548 +36	+0.8%	+$2.3K	0.25%	68
2019 Q3	$293K	Buy	4,512 +32	+0.7%	+$2.02K	0.28%	67
2019 Q2	$275K	Buy	4,480 +35	+0.8%	+$2.05K	0.21%	70
2019 Q1	$258K	Buy	4,445 +37	+0.8%	+$2.11K	0.26%	69
2018 Q4	$250K	Buy	4,408 +36	+0.8%	+$2.08K	0.29%	69
2018 Q3	$240K	Buy	4,372 +34	+0.8%	+$1.92K	0.24%	69
2018 Q2	$244K	Buy	+4,338	New	+$232K	0.27%	69

Other funds holding EVRG

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Townsend & Associates's EVRG Position: Q3 2022 in Review

Townsend & Associates sold out of Evergy (EVRG) in Q3 2022, closing a stake of 4,925 shares — an estimated $320K sold.

Townsend & Associates first reported a position in EVRG in Q2 2018 and held it in 17 quarters. The position peaked at $350K in Q1 2022. 649 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

Townsend & Associates reported no remaining Evergy position as of Q3 2022 after selling out during the quarter.
Townsend & Associates sold 4,925 Evergy shares in Q3 2022, an estimated $320K.
Townsend & Associates first reported a position in Evergy in Q2 2018 and held it in 17 quarters.
Townsend & Associates's Evergy position peaked at $350K in Q1 2022.
649 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on Townsend & Associates's 13F filing for Q3 2022, filed 9 Nov 2022.