World Asset Management’s Evergy EVRG Stock Holding History

World Asset 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
2021 Q3	$527K	Sell	8,465 -114	-1%	-$7.47K	0.05%	371
2021 Q2	$518K	Buy	8,579 +263	+3%	+$16.5K	0.05%	402
2021 Q1	$532K	Buy	8,316 +98	+1%	+$5.42K	0.05%	415
2020 Q4	$456K	Sell	8,218 -356	-4%	-$19.5K	0.04%	438
2020 Q3	$436K	Buy	8,574 +232	+3%	+$13K	0.05%	395
2020 Q2	$495K	Sell	8,342 -677	-8%	-$40.1K	0.06%	343
2020 Q1	$496K	Sell	9,019 -3,708	-29%	-$244K	0.04%	398
2019 Q4	$828K	Sell	12,727 -350	-3%	-$22.3K	0.04%	438
2019 Q3	$870K	Sell	13,077 -457	-3%	-$28.9K	0.04%	411
2019 Q2	$814K	Sell	13,534 -269	-2%	-$15.7K	0.04%	455
2019 Q1	$801K	Sell	13,803 -2,181	-14%	-$124K	0.04%	457
2018 Q4	$907K	Sell	15,984 -823	-5%	-$47.5K	0.06%	357
2018 Q3	$923K	Sell	16,807 -1,749	-9%	-$98.9K	0.04%	466
2018 Q2	$1.04M	Buy	+18,556	New	+$994K	0.05%	417

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MAM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

World Asset Management's EVRG Position: Q3 2021 in Review

World Asset Management reduced its Evergy (EVRG) stake by 1.3% in Q3 2021, selling an estimated $7.47K and leaving 8,465 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #371.

World Asset Management first reported a position in EVRG in Q2 2018 and has held it in 14 quarters since. The position peaked at $1.04M in Q2 2018. 591 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

World Asset Management held 8,465 shares of Evergy worth $527K as of Q3 2021.
World Asset Management sold 114 Evergy shares in Q3 2021, an estimated $7.47K.
Evergy made up 0.05% of World Asset Management's portfolio in Q3 2021, its #371 holding.
World Asset Management first reported a position in Evergy in Q2 2018 and has held it in 14 quarters since.
World Asset Management's Evergy position peaked at $1.04M in Q2 2018.
591 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.