1IC
EG icon

1919 Investment Counsel’s Everest Group EG Stock Holding History

1919 Investment Counsel’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-12
Closed -$2K – 1017
2014
Q2 		$2K Buy
+12
New +$1.9K ﹤0.01% 994

Other funds holding EG

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

1919 Investment Counsel's EG Position: Q3 2014 in Review

1919 Investment Counsel sold out of Everest Group (EG) in Q3 2014, closing a stake of 12 shares — an estimated $2K sold.

1919 Investment Counsel first reported a position in EG in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 341 funds tracked by Wall St. Rank hold EG as of Q3 2014.

  • 1919 Investment Counsel reported no remaining Everest Group position as of Q3 2014 after selling out during the quarter.
  • 1919 Investment Counsel sold 12 Everest Group shares in Q3 2014, an estimated $2K.
  • 1919 Investment Counsel first reported a position in Everest Group in Q2 2014 and held it in 1 quarter.
  • 1919 Investment Counsel's Everest Group position peaked at $2K in Q2 2014.
  • 341 funds tracked by Wall St. Rank held Everest Group as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.