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Advisor Partners’s Everest Group EG Stock Holding History

Advisor Partners’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
2022
Q2 		$937K Sell
3,343
-49
-1% -$13.9K 0.07% 306
2022
Q1 		$1.02M Buy
3,392
+26
+0.8% +$7.47K 0.06% 296
2021
Q4 		$923K Buy
3,366
+86
+3% +$23.2K 0.06% 325
2021
Q3 		$823K Sell
3,280
-144
-4% -$36.9K 0.06% 332
2021
Q2 		$863K Sell
3,424
-26
-0.8% -$6.77K 0.06% 325
2021
Q1 		$855K Sell
3,450
-191
-5% -$45.5K 0.06% 317
2020
Q4 		$852K Sell
3,641
-673
-16% -$149K 0.06% 288
2020
Q3 		$852K Sell
4,314
-300
-7% -$64.2K 0.07% 248
2020
Q2 		$951K Buy
4,614
+3,297
+250% +$642K 0.09% 206
2020
Q1 		$253K Sell
1,317
-203
-13% -$51.8K 0.03% 487
2019
Q4 		$419K Buy
1,520
+75
+5% +$19.8K 0.04% 382
2019
Q3 		$385K Buy
1,445
+54
+4% +$13.6K 0.05% 390
2019
Q2 		$344K Sell
1,391
-21
-1% -$5.04K 0.04% 416
2019
Q1 		$305K Sell
1,412
-291
-17% -$63.3K 0.04% 445
2018
Q4 		$371K Buy
1,703
+270
+19% +$58.8K 0.06% 352
2018
Q3 		$327K Sell
1,433
-152
-10% -$34K 0.04% 419
2018
Q2 		$365K Buy
1,585
+56
+4% +$13.1K 0.06% 360
2018
Q1 		$393K Buy
1,529
+63
+4% +$15.1K 0.07% 324
2017
Q4 		$329K Buy
1,466
+74
+5% +$16.7K 0.06% 376
2017
Q3 		$318K Buy
1,392
+24
+2% +$6.05K 0.06% 337
2017
Q2 		$348K Buy
1,368
+79
+6% +$19.5K 0.08% 304
2017
Q1 		$301K Buy
1,289
+24
+2% +$5.48K 0.08% 319
2016
Q4 		$274K Buy
1,265
+137
+12% +$28.2K 0.08% 293
2016
Q3 		$214K Sell
1,128
-156
-12% -$29.3K 0.07% 346
2016
Q2 		$235K Buy
1,284
+12
+0.9% +$2.21K 0.08% 302
2016
Q1 		$251K Sell
1,272
-157
-11% -$29K 0.09% 261
2015
Q4 		$262K Buy
1,429
+6
+0.4% +$1.09K 0.09% 233
2015
Q3 		$247K Buy
1,423
+222
+18% +$40.2K 0.1% 236
2015
Q2 		$209K Hold
1,201
– – 0.08% 304
2015
Q1 		$209K Buy
+1,201
New +$211K 0.09% 298

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners's EG Position: Q2 2022 in Review

Advisor Partners reduced its Everest Group (EG) stake by 1.4% in Q2 2022, selling an estimated $13.9K and leaving 3,343 shares worth $937K. The position accounts for 0.07% of the portfolio, ranked #306.

Advisor Partners first reported a position in EG in Q1 2015 and has held it in 30 quarters since. The position peaked at $1.02M in Q1 2022. 530 funds tracked by Wall St. Rank hold EG as of Q2 2022.

  • Advisor Partners held 3,343 shares of Everest Group worth $937K as of Q2 2022.
  • Advisor Partners sold 49 Everest Group shares in Q2 2022, an estimated $13.9K.
  • Everest Group made up 0.07% of Advisor Partners's portfolio in Q2 2022, its #306 holding.
  • Advisor Partners first reported a position in Everest Group in Q1 2015 and has held it in 30 quarters since.
  • Advisor Partners's Everest Group position peaked at $1.02M in Q1 2022.
  • 530 funds tracked by Wall St. Rank held Everest Group as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.