Guggenheim SMid Cap Value Fund EVRG Holdings History
Guggenheim SMid Cap Value Fund's Evergy Inc Holding Summary
As of 2024-09-30, GUGGENHEIM FUNDS TRUST held 135,657.00 shares of Evergy Inc(EVRG), totaling $8.41 Mil. This investment constitutes 2.36% of their stock portfolio, and GUGGENHEIM FUNDS TRUST now holds 0.06% of the outstanding Evergy Inc(EVRG) stock.
The initial trade took place in 2023Q4. And since then Guggenheim SMid Cap Value Fund has made 2 purchases of EVRG, at an average price of $50.39, for a total of 154,154.00 shares. In addition, there have been 1 sales at an average price of $58.11 for 18,497.00 shares. Based on historical transaction data and EVRG's current price of $69.45, Guggenheim SMid Cap Value Fund's estimated gain on his EVRG holdings is $2.73 Mil, reflecting a 35.12% gain to date.
Guggenheim SMid Cap Value Fund EVRG ($69.45) Holding Chart
Guggenheim SMid Cap Value Fund EVRG ($69.45) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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