Berman Capital Advisors’s Everest Group EG Stock Holding History

Berman Capital Advisors’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
2021 Q3	$6K	Hold	25	–	–	﹤0.01%	1372
2021 Q2	$6K	Hold	25	–	–	﹤0.01%	1283
2021 Q1	$6K	Buy	25 +11	+79%	+$2.62K	﹤0.01%	1201
2020 Q4	$3K	Buy	14 +9	+180%	+$1.99K	﹤0.01%	1285
2020 Q3	$0	Sell	5 -60	-92%	-$12.8K	﹤0.01%	1635
2020 Q2	$13K	Buy	65 +59	+983%	+$11.5K	﹤0.01%	666
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	1275
2019 Q4	$1K	Hold	6	–	–	﹤0.01%	1314
2019 Q3	$1K	Hold	6	–	–	﹤0.01%	1308
2019 Q2	$1K	Buy	+6	New	+$1.44K	﹤0.01%	1316

Other funds holding EG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Berman Capital Advisors's EG Position: Q3 2021 in Review

Berman Capital Advisors held its Everest Group (EG) position steady in Q3 2021 at 25 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Berman Capital Advisors first reported a position in EG in Q2 2019 and has held it in 10 quarters since. The position peaked at $13K in Q2 2020. 465 funds tracked by Wall St. Rank hold EG as of Q3 2021.

Berman Capital Advisors held 25 shares of Everest Group worth $6K as of Q3 2021.
Berman Capital Advisors left its Everest Group share count unchanged in Q3 2021.
Everest Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1372 holding.
Berman Capital Advisors first reported a position in Everest Group in Q2 2019 and has held it in 10 quarters since.
Berman Capital Advisors's Everest Group position peaked at $13K in Q2 2020.
465 funds tracked by Wall St. Rank held Everest Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.