ARTA
EG icon

A.R.T. Advisors’s Everest Group EG Stock Holding History

A.R.T. Advisors’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
2019
Q3 		– Sell
-8,509
Closed -$2.1M – 1507
2019
Q2 		$2.1M Buy
+8,509
New +$2.04M 0.12% 224
2018
Q3 		– Sell
-22,409
Closed -$5.16M – 1471
2018
Q2 		$5.16M Buy
22,409
+9,300
+71% +$2.18M 0.21% 107
2018
Q1 		$3.37M Buy
13,109
+5,609
+75% +$1.35M 0.14% 206
2017
Q4 		$1.66M Buy
7,500
+6,600
+733% +$1.49M 0.07% 435
2017
Q3 		$205K Buy
+900
New +$227K 0.01% 1128
2016
Q3 		– Sell
-3,594
Closed -$656K – 781
2016
Q2 		$656K Sell
3,594
-11,342
-76% -$2.08M 0.03% 702
2016
Q1 		$2.95M Buy
+14,936
New +$2.76M 0.13% 222
2015
Q3 		– Sell
-16,420
Closed -$2.99M – 1412
2015
Q2 		$2.99M Buy
+16,420
New +$2.99M 0.1% 304
2014
Q1 		– Sell
-9,025
Closed -$1.41M – 1382
2013
Q4 		$1.41M Buy
9,025
+6,927
+330% +$1.06M 0.07% 375
2013
Q3 		$305K Sell
2,098
-36,294
-95% -$4.92M 0.02% 964
2013
Q2 		$4.92M Buy
+38,392
New +$4.97M 0.16% 182

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

A.R.T. Advisors's EG Position: Q3 2019 in Review

A.R.T. Advisors sold out of Everest Group (EG) in Q3 2019, closing a stake of 8,509 shares — an estimated $2.1M sold.

A.R.T. Advisors first reported a position in EG in Q2 2013 and held it in 11 quarters. The position peaked at $5.16M in Q2 2018. 436 funds tracked by Wall St. Rank hold EG as of Q3 2019.

  • A.R.T. Advisors reported no remaining Everest Group position as of Q3 2019 after selling out during the quarter.
  • A.R.T. Advisors sold 8,509 Everest Group shares in Q3 2019, an estimated $2.1M.
  • A.R.T. Advisors first reported a position in Everest Group in Q2 2013 and held it in 11 quarters.
  • A.R.T. Advisors's Everest Group position peaked at $5.16M in Q2 2018.
  • 436 funds tracked by Wall St. Rank held Everest Group as of Q3 2019.

Based on A.R.T. Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.