Number of Shares
62,000.00
Current Holdings Value*
$4.27 Mil
% of Portfolio
3.31%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
32.57%

Wasatch Global Value Fund's Evergy Inc Holding Summary

As of 2025-03-31, WASATCH FUNDS TRUST held 62,000.00 shares of Evergy Inc(EVRG), totaling $4.27 Mil. This investment constitutes 3.31% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0.03% of the outstanding Evergy Inc(EVRG) stock.

The initial trade took place in 2024Q1. And since then Wasatch Global Value Fund has made 2 purchases of EVRG, at an average price of $51.28, for a total of 68,500.00 shares. In addition, there have been 2 sales at an average price of $59.31 for 6,500.00 shares. Based on historical transaction data and EVRG's current price of $68.90, Wasatch Global Value Fund's estimated gain on his EVRG holdings is $1.14 Mil, reflecting a 32.57% gain to date.

Wasatch Global Value Fund EVRG ($68.90) Holding Chart

Wasatch Global Value Fund 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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