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Allred Capital Management’s Everest Group EG Stock Holding History

Allred Capital 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
2021
Q2 		– Sell
-5
Closed -$1.24K – 354
2021
Q1 		$1.24K Buy
+5
New +$1.19K ﹤0.01% 833
2020
Q1 		– Sell
-15
Closed -$4.15K – 297
2019
Q4 		$4.15K Buy
+15
New +$3.96K ﹤0.01% 696

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 $3.38T AUM 44.17% 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

Allred Capital Management's EG Position: Q2 2021 in Review

Allred Capital Management sold out of Everest Group (EG) in Q2 2021, closing a stake of 5 shares — an estimated $1.24K sold.

Allred Capital Management first reported a position in EG in Q4 2019 and held it in 2 quarters. The position peaked at $4.15K in Q4 2019. 454 funds tracked by Wall St. Rank hold EG as of Q2 2021.

  • Allred Capital Management reported no remaining Everest Group position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 5 Everest Group shares in Q2 2021, an estimated $1.24K.
  • Allred Capital Management first reported a position in Everest Group in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Everest Group position peaked at $4.15K in Q4 2019.
  • 454 funds tracked by Wall St. Rank held Everest Group as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.