AH
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Achievement Holdings’s Everest Group EG Stock Holding History

Achievement Holdings’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
2015
Q4 		– Sell
-2,200
Closed -$381K – 39
2015
Q3 		$381K Sell
2,200
-13,100
-86% -$2.37M 0.03% 145
2015
Q2 		$2.79K Sell
15,300
-200
-1% -$36.4K 0.13% 112
2015
Q1 		$2.7K Buy
15,500
+6,500
+72% +$1.14M 0.09% 119
2014
Q4 		$1.53M Buy
+9,000
New +$1.52M 0.04% 144

Other funds holding EG

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Achievement Holdings's EG Position: Q4 2015 in Review

Achievement Holdings sold out of Everest Group (EG) in Q4 2015, closing a stake of 2,200 shares — an estimated $381K sold.

Achievement Holdings first reported a position in EG in Q4 2014 and held it in 4 quarters. The position peaked at $1.53M in Q4 2014. 385 funds tracked by Wall St. Rank hold EG as of Q4 2015.

  • Achievement Holdings reported no remaining Everest Group position as of Q4 2015 after selling out during the quarter.
  • Achievement Holdings sold 2,200 Everest Group shares in Q4 2015, an estimated $381K.
  • Achievement Holdings first reported a position in Everest Group in Q4 2014 and held it in 4 quarters.
  • Achievement Holdings's Everest Group position peaked at $1.53M in Q4 2014.
  • 385 funds tracked by Wall St. Rank held Everest Group as of Q4 2015.

Based on Achievement Holdings's 13F filing for Q4 2015.