Baird’s Everest Group EG Stock Holding History

Baird’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
2015 Q1	$556K	Buy	3,196 +404	+14%	+$71K	0.01%	924
2014 Q4	$475K	Buy	2,792 +403	+17%	+$68K	0.01%	963
2014 Q3	$387K	Buy	+2,389	New	+$387K	0.01%	913

Other funds holding EG

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baird's EG Position: Q1 2015 in Review

Baird increased its Everest Group (EG) stake by 14% in Q1 2015, buying an estimated $71K and bringing the position to 3,196 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #924.

Baird first reported a position in EG in Q3 2014 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold EG as of Q1 2015.

Baird held 3,196 shares of Everest Group worth $556K as of Q1 2015.
Baird bought 404 Everest Group shares in Q1 2015, an estimated $71K.
Everest Group made up 0.01% of Baird's portfolio in Q1 2015, its #924 holding.
Baird first reported a position in Everest Group in Q3 2014 and has held it in 3 quarters since.
392 funds tracked by Wall St. Rank held Everest Group as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.