Truepoint Inc’s Evergy EVRG Stock Holding History

Truepoint Inc’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
2023 Q4	–	Sell	-5,633	Closed	-$286K	–	251
2023 Q3	$286K	Buy	+5,633	New	+$320K	0.01%	153

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Truepoint Inc's EVRG Position: Q4 2023 in Review

Truepoint Inc sold out of Evergy (EVRG) in Q4 2023, closing a stake of 5,633 shares — an estimated $286K sold.

Truepoint Inc first reported a position in EVRG in Q3 2023 and held it in 1 quarter. The position peaked at $286K in Q3 2023. 704 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

Truepoint Inc reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
Truepoint Inc sold 5,633 Evergy shares in Q4 2023, an estimated $286K.
Truepoint Inc first reported a position in Evergy in Q3 2023 and held it in 1 quarter.
Truepoint Inc's Evergy position peaked at $286K in Q3 2023.
704 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Truepoint Inc's 13F filing for Q4 2023, filed 12 Feb 2024.