UBS O'Connor’s Evergy EVRG Stock Holding History

UBS O'Connor’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 Q4	–	Sell	-21,698	Closed	-$1.29M	–	115
2022 Q3	$1.29M	Buy	+21,698	New	+$1.46M	0.01%	712

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

UBS O'Connor's EVRG Position: Q4 2022 in Review

UBS O'Connor sold out of Evergy (EVRG) in Q4 2022, closing a stake of 21,698 shares — an estimated $1.29M sold.

UBS O'Connor first reported a position in EVRG in Q3 2022 and held it in 1 quarter. The position peaked at $1.29M in Q3 2022. 686 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

UBS O'Connor reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
UBS O'Connor sold 21,698 Evergy shares in Q4 2022, an estimated $1.29M.
UBS O'Connor first reported a position in Evergy in Q3 2022 and held it in 1 quarter.
UBS O'Connor's Evergy position peaked at $1.29M in Q3 2022.
686 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on UBS O'Connor's 13F filing for Q4 2022, filed 14 Feb 2023.