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AGF Investments Inc’s Everest Group EG Stock Holding History

AGF Investments Inc’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
2021
Q2 		– Sell
-1,636
Closed -$405K – 745
2021
Q1 		$405K Sell
1,636
-142
-8% -$33.8K ﹤0.01% 519
2020
Q4 		$416K Sell
1,778
-854
-32% -$189K ﹤0.01% 489
2020
Q3 		$520K Sell
2,632
-859
-25% -$184K 0.01% 440
2020
Q2 		$720K Buy
3,491
+1,277
+58% +$249K 0.01% 390
2020
Q1 		$426K Buy
+2,214
New +$565K 0.01% 405
2017
Q2 		– Sell
-140
Closed -$33K – 396
2017
Q1 		$33K Buy
+140
New +$32K ﹤0.01% 413

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AGF Investments Inc's EG Position: Q2 2021 in Review

AGF Investments Inc sold out of Everest Group (EG) in Q2 2021, closing a stake of 1,636 shares — an estimated $405K sold.

AGF Investments Inc first reported a position in EG in Q1 2017 and held it in 6 quarters. The position peaked at $720K in Q2 2020. 454 funds tracked by Wall St. Rank hold EG as of Q2 2021.

  • AGF Investments Inc reported no remaining Everest Group position as of Q2 2021 after selling out during the quarter.
  • AGF Investments Inc sold 1,636 Everest Group shares in Q2 2021, an estimated $405K.
  • AGF Investments Inc first reported a position in Everest Group in Q1 2017 and held it in 6 quarters.
  • AGF Investments Inc's Everest Group position peaked at $720K in Q2 2020.
  • 454 funds tracked by Wall St. Rank held Everest Group as of Q2 2021.

Based on AGF Investments Inc's 13F filing for Q2 2021, filed 10 Aug 2021.