Aperio Group’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $8.96M | Sell |
38,294
-5,339
| -12% | -$1.18M | 0.03% | 604 |
|
|
2020
Q3 | $8.62M | Sell |
43,633
-1,217
| -3% | -$261K | 0.03% | 527 |
|
|
2020
Q2 | $9.25M | Sell |
44,850
-35,734
| -44% | -$6.96M | 0.03% | 484 |
|
|
2020
Q1 | $15.5M | Sell |
80,584
-15,251
| -16% | -$3.89M | 0.07% | 282 |
|
|
2019
Q4 | $26.5M | Buy |
95,835
+9,079
| +10% | +$2.4M | 0.1% | 228 |
|
|
2019
Q3 | $23.1M | Buy |
86,756
+3,912
| +5% | +$988K | 0.09% | 251 |
|
|
2019
Q2 | $20.5M | Sell |
82,844
-21,177
| -20% | -$5.08M | 0.08% | 275 |
|
|
2019
Q1 | $22.5M | Sell |
104,021
-18,540
| -15% | -$4.04M | 0.1% | 233 |
|
|
2018
Q4 | $26.7M | Sell |
122,561
-14,669
| -11% | -$3.2M | 0.13% | 166 |
|
|
2018
Q3 | $31.4M | Sell |
137,230
-9,694
| -7% | -$2.17M | 0.14% | 163 |
|
|
2018
Q2 | $33.9M | Sell |
146,924
-12,221
| -8% | -$2.87M | 0.16% | 143 |
|
|
2018
Q1 | $40.9M | Sell |
159,145
-32,545
| -17% | -$7.81M | 0.2% | 105 |
|
|
2017
Q4 | $42.4M | Sell |
191,690
-68,544
| -26% | -$15.5M | 0.22% | 101 |
|
|
2017
Q3 | $59.4M | Sell |
260,234
-54,369
| -17% | -$13.7M | 0.34% | 59 |
|
|
2017
Q2 | $80.1M | Buy |
314,603
+16,557
| +6% | +$4.09M | 0.49% | 35 |
|
|
2017
Q1 | $69.7M | Buy |
298,046
+37,743
| +14% | +$8.62M | 0.48% | 33 |
|
|
2016
Q4 | $56.3M | Sell |
260,303
-60
| -0% | -$12.4K | 0.43% | 37 |
|
|
2016
Q3 | $49.5M | Buy |
260,363
+9,744
| +4% | +$1.83M | 0.36% | 52 |
|
|
2016
Q2 | $45.8M | Buy |
250,619
+59,414
| +31% | +$10.9M | 0.36% | 56 |
|
|
2016
Q1 | $37.8M | Buy |
191,205
+23,294
| +14% | +$4.3M | 0.32% | 64 |
|
|
2015
Q4 | $30.7M | Buy |
167,911
+11,745
| +8% | +$2.13M | 0.28% | 73 |
|
|
2015
Q3 | $27.1M | Buy |
156,166
+38,625
| +33% | +$6.99M | 0.28% | 78 |
|
|
2015
Q2 | $21.4M | Buy |
117,541
+6,596
| +6% | +$1.2M | 0.22% | 105 |
|
|
2015
Q1 | $19.3M | Sell |
110,945
-477
| -0.4% | -$83.8K | 0.22% | 106 |
|
|
2014
Q4 | $19M | Buy |
111,422
+20,478
| +23% | +$3.46M | 0.23% | 97 |
|
|
2014
Q3 | $14.7M | Buy |
90,944
+27,432
| +43% | +$4.44M | 0.2% | 123 |
|
|
2014
Q2 | $10.2M | Buy |
63,512
+6,490
| +11% | +$1.03M | 0.15% | 179 |
|
|
2014
Q1 | $8.73M | Buy |
+57,022
| New | +$8.42M | 0.12% | 198 |
|
|
2013
Q4 | – | Sell |
-50,482
| Closed | -$7.71M | – | 189 |
|
|
2013
Q3 | $7.34M | Buy |
50,482
+25,936
| +106% | +$3.51M | 0.14% | 167 |
|
|
2013
Q2 | $3.15M | Buy |
+24,546
| New | +$3.17M | 0.07% | 339 |
|
Other funds holding EG
CIP
NI
Aperio Group's EG Position: Q4 2020 in Review
Aperio Group reduced its Everest Group (EG) stake by 12% in Q4 2020, selling an estimated $1.18M and leaving 38,294 shares worth $8.96M. The position accounts for 0.03% of the portfolio, ranked #604.
Aperio Group first reported a position in EG in Q2 2013 and has held it in 30 quarters since. The position peaked at $80.1M in Q2 2017. 440 funds tracked by Wall St. Rank hold EG as of Q4 2020.
- Aperio Group held 38,294 shares of Everest Group worth $8.96M as of Q4 2020.
- Aperio Group sold 5,339 Everest Group shares in Q4 2020, an estimated $1.18M.
- Everest Group made up 0.03% of Aperio Group's portfolio in Q4 2020, its #604 holding.
- Aperio Group first reported a position in Everest Group in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Everest Group position peaked at $80.1M in Q2 2017.
- 440 funds tracked by Wall St. Rank held Everest Group as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.