Waddell & Reed Financial’s Evergy EVRG Stock Holding History

Waddell & Reed Financial’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
2021 Q1	$37.6M	Sell	630,992 -27,572	-4%	-$1.53M	0.08%	294
2020 Q4	$36.6M	Buy	658,564 +1,200	+0.2%	+$65.8K	0.08%	271
2020 Q3	$33.4M	Buy	657,364 +112,805	+21%	+$6.31M	0.08%	270
2020 Q2	$32.3M	Buy	+544,559	New	+$32.3M	0.08%	256
2020 Q1	–	Sell	-527,600	Closed	-$34.3M	–	447
2019 Q4	$34.3M	Buy	527,600 +40,900	+8%	+$2.61M	0.09%	254
2019 Q3	$32.4M	Buy	486,700 +423,400	+669%	+$26.8M	0.08%	257
2019 Q2	$3.81M	Buy	+63,300	New	+$3.7M	0.01%	446
2019 Q1	–	Sell	-824,939	Closed	-$46.8M	–	502
2018 Q4	$46.8M	Sell	824,939 -8,800	-1%	-$508K	0.13%	201
2018 Q3	$45.8M	Sell	833,739 -38,200	-4%	-$2.16M	0.1%	233
2018 Q2	$49M	Buy	+871,939	New	+$46.7M	0.11%	201

Other funds holding EVRG

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waddell & Reed Financial's EVRG Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Evergy (EVRG) stake by 4.2% in Q1 2021, selling an estimated $1.53M and leaving 630,992 shares worth $37.6M. The position accounts for 0.08% of the portfolio, ranked #294.

Waddell & Reed Financial first reported a position in EVRG in Q2 2018 and has held it in 10 quarters since. The position peaked at $49M in Q2 2018. 585 funds tracked by Wall St. Rank hold EVRG as of Q1 2021.

Waddell & Reed Financial held 630,992 shares of Evergy worth $37.6M as of Q1 2021.
Waddell & Reed Financial sold 27,572 Evergy shares in Q1 2021, an estimated $1.53M.
Evergy made up 0.08% of Waddell & Reed Financial's portfolio in Q1 2021, its #294 holding.
Waddell & Reed Financial first reported a position in Evergy in Q2 2018 and has held it in 10 quarters since.
Waddell & Reed Financial's Evergy position peaked at $49M in Q2 2018.
585 funds tracked by Wall St. Rank held Evergy as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.