Nathaniel Simons
Meritage Group
Nathaniel Simons Evergy, Inc stake
total: 301
Meritage Group EVRG trades
- Total transactions:
- 4
- New positions:
- 2
- Sold out:
- 2
- Held since:
- 2020 Q3
- Held for:
- 1 quarter
- Latest activity:
- 2020 Q4
According to 2026 Q2 report, Nathaniel Simons doesn't hold any Evergy, Inc (EVRG) shares. To date, the estimated cost basis is nearly $50.85 for "buy" trades and estimated average "sell" price is $50.85. Meritage Group first purchased EVRG in 2019 Q4, initially acquiring 5,183 shares. Nathaniel Simons later completely sold out the position and invested in Evergy, Inc again in 2020 Q3. Since the initial investment in Evergy, Inc (EVRG), Meritage Group has made 3 more transactions.
When did Nathaniel Simons sell Evergy, Inc (EVRG)?
Nathaniel Simons sold off the entire Evergy, Inc (EVRG) position in 2020 Q4.
When did Nathaniel Simons buy Evergy, Inc (EVRG)?
Nathaniel Simons first invested in Evergy, Inc (EVRG) in 2019 Q4 at the reported quarter-end price of $65.02 per share.
What's the cost basis of Meritage Group's EVRG stake?
The estimated cost basis for Evergy, Inc (EVRG) stake is around $50.85 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $50.85
- Weighted AVG sell price:
- $50.85
Nathaniel Simons's historical trades in Evergy, Inc
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2020 Q4
|
0.00%
|
$50.85
|
-100% (-8,613)
|
|||
|
2020 Q3
|
0.01%
|
$50.85
|
new
|
|||
|
2020 Q1
|
0.00%
|
$65.02
|
-100% (-5,183)
|
|||
|
2019 Q4
|
0.01%
|
$65.02
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.