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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 -$253K – 372
2016
Q2 		$253K 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 		$211K Sell
1,161
-155
-12% -$28.2K 0.03% 400
2015
Q1 		$229K 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 $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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Arden Trust's EG Position: Q2 2020 in Review

Arden Trust sold out of Everest Group (EG) in Q2 2020, closing a stake of 51 shares — an estimated $10K sold.

Arden Trust first reported a position in EG in Q1 2015 and held it in 7 quarters. The position peaked at $306K in Q4 2015. 426 funds tracked by Wall St. Rank hold EG as of Q2 2020.

  • Arden Trust reported no remaining Everest Group position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 51 Everest Group shares in Q2 2020, an estimated $10K.
  • Arden Trust first reported a position in Everest Group in Q1 2015 and held it in 7 quarters.
  • Arden Trust's Everest Group position peaked at $306K in Q4 2015.
  • 426 funds tracked by Wall St. Rank held Everest Group as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.