AIM
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AIA Investment Management’s Everest Group EG Stock Holding History

AIA 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
2020
Q3 		$112K Buy
568
+204
+56% +$43.7K 0.03% 224
2020
Q2 		$75K Hold
364
– – 0.02% 198
2020
Q1 		$70K Buy
+364
New +$92.9K 0.01% 190

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AIA Investment Management's EG Position: Q3 2020 in Review

AIA Investment Management increased its Everest Group (EG) stake by 56% in Q3 2020, buying an estimated $43.7K and bringing the position to 568 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #224.

AIA Investment Management first reported a position in EG in Q1 2020 and has held it in 3 quarters since. 432 funds tracked by Wall St. Rank hold EG as of Q3 2020.

  • AIA Investment Management held 568 shares of Everest Group worth $112K as of Q3 2020.
  • AIA Investment Management bought 204 Everest Group shares in Q3 2020, an estimated $43.7K.
  • Everest Group made up 0.03% of AIA Investment Management's portfolio in Q3 2020, its #224 holding.
  • AIA Investment Management first reported a position in Everest Group in Q1 2020 and has held it in 3 quarters since.
  • 432 funds tracked by Wall St. Rank held Everest Group as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.