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Yorktown Management & Research Company’s Evergy EVRG Stock Holding History

Yorktown Management & Research Company’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
-4,850
Closed -$288K – 250
2020
Q2 		$288K Buy
4,850
+1,150
+31% +$68.1K 0.26% 204
2020
Q1 		$204K Buy
+3,700
New +$243K 0.21% 223

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $40.6B AUM 25.18% 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

Yorktown Management & Research Company's EVRG Position: Q3 2020 in Review

Yorktown Management & Research Company sold out of Evergy (EVRG) in Q3 2020, closing a stake of 4,850 shares — an estimated $288K sold.

Yorktown Management & Research Company first reported a position in EVRG in Q1 2020 and held it in 2 quarters. The position peaked at $288K in Q2 2020. 562 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

  • Yorktown Management & Research Company reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
  • Yorktown Management & Research Company sold 4,850 Evergy shares in Q3 2020, an estimated $288K.
  • Yorktown Management & Research Company first reported a position in Evergy in Q1 2020 and held it in 2 quarters.
  • Yorktown Management & Research Company's Evergy position peaked at $288K in Q2 2020.
  • 562 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on Yorktown Management & Research Company's 13F filing for Q3 2020, filed 6 Nov 2020.