Joel Greenblatt EVRG Holdings History

Number of Shares
407,696.00
Current Holdings Value*
$28.11 Mil
% of Portfolio
0.23%
Total Estimate Gain
$2.71 Mil
% of Total Estimate Gain
6.02%

Joel Greenblatt's Evergy Inc Holding Summary

As of 2025-03-31, Gotham Asset Management, LLC held 407,696.00 shares of Evergy Inc(EVRG), totaling $28.11 Mil. This investment constitutes 0.23% of their stock portfolio, and Gotham Asset Management, LLC now holds 0.18% of the outstanding Evergy Inc(EVRG) stock.

The initial trade took place in 2018Q2. And since then Joel Greenblatt has made 15 purchases of EVRG, at an average price of $60.22, for a total of 748,129.00 shares. In addition, there have been 10 sales at an average price of $57.79 for 340,433.00 shares. Based on historical transaction data and EVRG's current price of $68.90, Joel Greenblatt's estimated gain on his EVRG holdings is $2.71 Mil, reflecting a 6.02% gain to date.

Joel Greenblatt EVRG ($68.90) Holding Chart

Joel Greenblatt EVRG ($68.90) 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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