Advantage Investment Management’s Everest Group EG Stock Holding History

Advantage Investment Management’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	$22K	Buy	82 +9	+12%	+$2.27K	0.02%	501
2019 Q2	$18K	Hold	73	–	–	0.01%	549
2019 Q1	$16K	Buy	73 +16	+28%	+$3.48K	0.01%	562
2018 Q4	$12K	Hold	57	–	–	0.01%	608
2018 Q3	$13K	Buy	+57	New	+$12.8K	0.01%	651
2017 Q3	–	Sell	-191	Closed	-$49K	–	1041
2017 Q2	$49K	Buy	191 +32	+20%	+$7.9K	0.02%	375
2017 Q1	$37K	Buy	+159	New	+$36.3K	0.01%	417

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 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

Advantage Investment Management's EG Position: Q3 2019 in Review

Advantage Investment Management increased its Everest Group (EG) stake by 12% in Q3 2019, buying an estimated $2.27K and bringing the position to 82 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #501.

Advantage Investment Management first reported a position in EG in Q1 2017 and has held it in 7 quarters since. The position peaked at $49K in Q2 2017. 437 funds tracked by Wall St. Rank hold EG as of Q3 2019.

Advantage Investment Management held 82 shares of Everest Group worth $22K as of Q3 2019.
Advantage Investment Management bought 9 Everest Group shares in Q3 2019, an estimated $2.27K.
Everest Group made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #501 holding.
Advantage Investment Management first reported a position in Everest Group in Q1 2017 and has held it in 7 quarters since.
Advantage Investment Management's Everest Group position peaked at $49K in Q2 2017.
437 funds tracked by Wall St. Rank held Everest Group as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.