Annandale Capital’s Everest Group EG Stock Holding History

Annandale Capital’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 Q3	–	Sell	-2,800	Closed	-$706K	–	86
2021 Q2	$706K	Buy	+2,800	New	+$729K	0.43%	50

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Annandale Capital's EG Position: Q3 2021 in Review

Annandale Capital sold out of Everest Group (EG) in Q3 2021, closing a stake of 2,800 shares — an estimated $706K sold.

Annandale Capital first reported a position in EG in Q2 2021 and held it in 1 quarter. The position peaked at $706K in Q2 2021. 464 funds tracked by Wall St. Rank hold EG as of Q3 2021.

Annandale Capital reported no remaining Everest Group position as of Q3 2021 after selling out during the quarter.
Annandale Capital sold 2,800 Everest Group shares in Q3 2021, an estimated $706K.
Annandale Capital first reported a position in Everest Group in Q2 2021 and held it in 1 quarter.
Annandale Capital's Everest Group position peaked at $706K in Q2 2021.
464 funds tracked by Wall St. Rank held Everest Group as of Q3 2021.

Based on Annandale Capital's 13F filing for Q3 2021, filed 15 Nov 2021.