AT
EG icon

Arden Trust’s Everest Group EG Stock Holding History

Arden Trust’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
Q2 		– Sell
-51
Closed -$10K – 448
2020
Q1 		$10K Buy
+51
New +$13K ﹤0.01% 593
2016
Q3 		– Sell
-1,387
Closed -$253 – 372
2016
Q2 		$253 Buy
1,387
+221
+19% +$40.6K 0.02% 519
2016
Q1 		$230K Sell
1,166
-506
-30% -$93.5K 0.02% 547
2015
Q4 		$306K Buy
1,672
+8
+0.5% +$1.45K 0.03% 459
2015
Q3 		$288K Buy
1,664
+503
+43% +$91K 0.02% 526
2015
Q2 		$211 Sell
1,161
-155
-12% -$28.2K 0.03% 400
2015
Q1 		$229 Buy
+1,316
New +$231K 0.03% 380

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return