AG
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Advisor Group’s Everest Group EG Stock Holding History

Advisor Group’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
Q4 		$145K Sell
523
-3
-0.6% -$791 ﹤0.01% 2646
2019
Q3 		$140K Buy
526
+17
+3% +$4.29K ﹤0.01% 2623
2019
Q2 		$126K Sell
509
-14
-3% -$3.36K ﹤0.01% 2676
2019
Q1 		$112K Buy
523
+11
+2% +$2.39K ﹤0.01% 2766
2018
Q4 		$111K Buy
512
+72
+16% +$15.7K ﹤0.01% 2562
2018
Q3 		$101K Buy
440
+76
+21% +$17K ﹤0.01% 2743
2018
Q2 		$85K Sell
364
-54
-13% -$12.7K ﹤0.01% 2654
2018
Q1 		$108K Sell
418
-23
-5% -$5.52K ﹤0.01% 2501
2017
Q4 		$98K Buy
441
+11
+3% +$2.48K ﹤0.01% 2594
2017
Q3 		$98K Sell
430
-808
-65% -$204K ﹤0.01% 2419
2017
Q2 		$314K Sell
1,238
-130
-10% -$32.1K 0.01% 1449
2017
Q1 		$320K Buy
1,368
+48
+4% +$11K 0.01% 1347
2016
Q4 		$285K Sell
1,320
-109
-8% -$22.5K 0.01% 1330
2016
Q3 		$270K Buy
1,429
+254
+22% +$47.8K 0.01% 1331
2016
Q2 		$213K Buy
+1,175
New +$216K 0.01% 1427

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Advisor Group's EG Position: Q4 2019 in Review

Advisor Group reduced its Everest Group (EG) stake by 0.57% in Q4 2019, selling an estimated $791 and leaving 523 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Advisor Group first reported a position in EG in Q2 2016 and has held it in 15 quarters since. The position peaked at $320K in Q1 2017. 442 funds tracked by Wall St. Rank hold EG as of Q4 2019.

  • Advisor Group held 523 shares of Everest Group worth $145K as of Q4 2019.
  • Advisor Group sold 3 Everest Group shares in Q4 2019, an estimated $791.
  • Everest Group made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2646 holding.
  • Advisor Group first reported a position in Everest Group in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Everest Group position peaked at $320K in Q1 2017.
  • 442 funds tracked by Wall St. Rank held Everest Group as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.