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Weld Capital Management’s Evergy EVRG Stock Holding History

Weld Capital Management’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
2019
Q4 		– Sell
-51,870
Closed -$3.45M – 701
2019
Q3 		$3.45M Buy
51,870
+47,827
+1,183% +$3.03M 0.63% 3
2019
Q2 		$243K Sell
4,043
-15
-0.4% -$878 0.04% 600
2019
Q1 		$236K Buy
+4,058
New +$231K 0.04% 561

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Weld Capital Management's EVRG Position: Q4 2019 in Review

Weld Capital Management sold out of Evergy (EVRG) in Q4 2019, closing a stake of 51,870 shares — an estimated $3.45M sold.

Weld Capital Management first reported a position in EVRG in Q1 2019 and held it in 3 quarters. The position peaked at $3.45M in Q3 2019. 601 funds tracked by Wall St. Rank hold EVRG as of Q4 2019.

  • Weld Capital Management reported no remaining Evergy position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 51,870 Evergy shares in Q4 2019, an estimated $3.45M.
  • Weld Capital Management first reported a position in Evergy in Q1 2019 and held it in 3 quarters.
  • Weld Capital Management's Evergy position peaked at $3.45M in Q3 2019.
  • 601 funds tracked by Wall St. Rank held Evergy as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.