tru Independence’s Evergy EVRG Stock Holding History

tru Independence’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 Q3	–	Sell	-119	Closed	-$7	–	498
2020 Q2	$7	Hold	119	–	–	﹤0.01%	647
2020 Q1	$7	Hold	119	–	–	﹤0.01%	477
2019 Q4	$7K	Buy	+119	New	+$7.59K	﹤0.01%	614

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

tru Independence's EVRG Position: Q3 2020 in Review

tru Independence sold out of Evergy (EVRG) in Q3 2020, closing a stake of 119 shares — an estimated $7 sold.

tru Independence first reported a position in EVRG in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 561 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

tru Independence reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
tru Independence sold 119 Evergy shares in Q3 2020, an estimated $7.
tru Independence first reported a position in Evergy in Q4 2019 and held it in 3 quarters.
tru Independence's Evergy position peaked at $7K in Q4 2019.
561 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.