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AJO LP’s Everest Group EG Stock Holding History

AJO LP’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
Q1 		– Sell
-113
Closed -$26K – 107
2020
Q4 		$26K Buy
+113
New +$24.9K ﹤0.01% 264
2020
Q2 		– Sell
-23,961
Closed -$4.61M – 722
2020
Q1 		$4.61M Buy
+23,961
New +$6.12M 0.04% 254
2018
Q3 		– Sell
-5,686
Closed -$1.31M – 666
2018
Q2 		$1.31M Sell
5,686
-1,009
-15% -$237K 0.01% 492
2018
Q1 		$1.72M Hold
6,695
– – 0.01% 456
2017
Q4 		$1.48M Sell
6,695
-85,435
-93% -$19.3M 0.01% 455
2017
Q3 		$21M Sell
92,130
-511,287
-85% -$129M 0.09% 183
2017
Q2 		$154M Buy
603,417
+11,766
+2% +$2.9M 0.66% 46
2017
Q1 		$138M Sell
591,651
-17,399
-3% -$3.97M 0.57% 62
2016
Q4 		$132M Sell
609,050
-118,771
-16% -$24.5M 0.54% 66
2016
Q3 		$138M Sell
727,821
-159,658
-18% -$30M 0.59% 61
2016
Q2 		$162M Sell
887,479
-28,420
-3% -$5.22M 0.72% 45
2016
Q1 		$181M Sell
915,899
-4,724
-0.5% -$873K 0.78% 43
2015
Q4 		$169M Buy
920,623
+23,008
+3% +$4.18M 0.73% 46
2015
Q3 		$156M Sell
897,615
-3,565
-0.4% -$645K 0.71% 47
2015
Q2 		$164M Sell
901,180
-101,840
-10% -$18.5M 0.7% 50
2015
Q1 		$175M Sell
1,003,020
-16,190
-2% -$2.84M 0.73% 53
2014
Q4 		$174M Sell
1,019,210
-150,090
-13% -$25.3M 0.73% 55
2014
Q3 		$189M Sell
1,169,300
-208,814
-15% -$33.8M 0.84% 54
2014
Q2 		$221M Sell
1,378,114
-232,630
-14% -$36.8M 0.95% 44
2014
Q1 		$247M Buy
1,610,744
+60,994
+4% +$9.01M 1.08% 31
2013
Q4 		$242M Sell
1,549,750
-152,290
-9% -$23.3M 1.05% 31
2013
Q3 		$247M Buy
1,702,040
+170,065
+11% +$23M 1.13% 26
2013
Q2 		$196M Buy
+1,531,975
New +$198M 0.92% 36

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

AJO LP's EG Position: Q1 2021 in Review

AJO LP sold out of Everest Group (EG) in Q1 2021, closing a stake of 113 shares — an estimated $26K sold.

AJO LP first reported a position in EG in Q2 2013 and held it in 23 quarters. The position peaked at $247M in Q3 2013. 463 funds tracked by Wall St. Rank hold EG as of Q1 2021.

  • AJO LP reported no remaining Everest Group position as of Q1 2021 after selling out during the quarter.
  • AJO LP sold 113 Everest Group shares in Q1 2021, an estimated $26K.
  • AJO LP first reported a position in Everest Group in Q2 2013 and held it in 23 quarters.
  • AJO LP's Everest Group position peaked at $247M in Q3 2013.
  • 463 funds tracked by Wall St. Rank held Everest Group as of Q1 2021.

Based on AJO LP's 13F filing for Q1 2021, filed 7 May 2021.