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Ativo Capital Management’s Everest Group EG Stock Holding History

Ativo 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
2017
Q4 		– Sell
-5,770
Closed -$1.32M – 222
2017
Q3 		$1.32M Hold
5,770
– – 0.35% 108
2017
Q2 		$1.47M Buy
+5,770
New +$1.42M 0.4% 81
2016
Q2 		– Sell
-8,468
Closed -$1.67M – 211
2016
Q1 		$1.67M Sell
8,468
-1
-0% -$185 0.45% 70
2015
Q4 		$1.55M Hold
8,469
– – 0.39% 79
2015
Q3 		$1.52M Sell
8,469
-3,670
-30% -$664K 0.41% 83
2015
Q2 		$2.23M Buy
+12,139
New +$2.21M 0.79% 28

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ativo Capital Management's EG Position: Q4 2017 in Review

Ativo Capital Management sold out of Everest Group (EG) in Q4 2017, closing a stake of 5,770 shares — an estimated $1.32M sold.

Ativo Capital Management first reported a position in EG in Q2 2015 and held it in 6 quarters. The position peaked at $2.23M in Q2 2015. 436 funds tracked by Wall St. Rank hold EG as of Q4 2017.

  • Ativo Capital Management reported no remaining Everest Group position as of Q4 2017 after selling out during the quarter.
  • Ativo Capital Management sold 5,770 Everest Group shares in Q4 2017, an estimated $1.32M.
  • Ativo Capital Management first reported a position in Everest Group in Q2 2015 and held it in 6 quarters.
  • Ativo Capital Management's Everest Group position peaked at $2.23M in Q2 2015.
  • 436 funds tracked by Wall St. Rank held Everest Group as of Q4 2017.

Based on Ativo Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.