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Woodley Farra Manion Portfolio Management’s Evergy EVRG Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-309
Closed -$18K – 185
2020
Q2 		$18K Hold
309
– – ﹤0.01% 234
2020
Q1 		$17K Hold
309
– – ﹤0.01% 241
2019
Q4 		$20K Buy
+309
New +$19.7K ﹤0.01% 241

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's EVRG Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Evergy (EVRG) in Q3 2020, closing a stake of 309 shares — an estimated $18K sold.

Woodley Farra Manion Portfolio Management first reported a position in EVRG in Q4 2019 and held it in 3 quarters. The position peaked at $20K in Q4 2019. 562 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 309 Evergy shares in Q3 2020, an estimated $18K.
  • Woodley Farra Manion Portfolio Management first reported a position in Evergy in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Evergy position peaked at $20K in Q4 2019.
  • 562 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.