BFA
EG icon

BlackRock Fund Advisors’s Everest Group EG Stock Holding History

BlackRock Fund 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
2016
Q4 		$421M Sell
1,944,718
-31,840
-2% -$6.56M 0.08% 258
2016
Q3 		$375M Buy
1,976,558
+57,819
+3% +$10.9M 0.08% 261
2016
Q2 		$350M Buy
1,918,739
+89,669
+5% +$16.5M 0.08% 262
2016
Q1 		$361M Buy
1,829,070
+105,881
+6% +$19.6M 0.08% 234
2015
Q4 		$315M Buy
1,723,189
+71,267
+4% +$12.9M 0.07% 277
2015
Q3 		$286M Buy
1,651,922
+56,141
+4% +$10.2M 0.07% 272
2015
Q2 		$290M Buy
1,595,781
+43,305
+3% +$7.88M 0.07% 292
2015
Q1 		$270M Buy
1,552,476
+77,773
+5% +$13.7M 0.06% 332
2014
Q4 		$251M Buy
1,474,703
+40,134
+3% +$6.77M 0.06% 340
2014
Q3 		$232M Buy
1,434,569
+33,640
+2% +$5.45M 0.07% 315
2014
Q2 		$225M Buy
1,400,929
+60,955
+5% +$9.65M 0.06% 337
2014
Q1 		$205M Sell
1,339,974
-98,206
-7% -$14.5M 0.06% 357
2013
Q4 		$224M Buy
1,438,180
+111,610
+8% +$17M 0.07% 320
2013
Q3 		$193M Sell
1,326,570
-70,080
-5% -$9.5M 0.07% 332
2013
Q2 		$179M Buy
+1,396,650
New +$181M 0.07% 333

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

BlackRock Fund Advisors's EG Position: Q4 2016 in Review

BlackRock Fund Advisors reduced its Everest Group (EG) stake by 1.6% in Q4 2016, selling an estimated $6.56M and leaving 1,944,718 shares worth $421M. The position accounts for 0.08% of the portfolio, ranked #258.

BlackRock Fund Advisors first reported a position in EG in Q2 2013 and has held it in 15 quarters since. 399 funds tracked by Wall St. Rank hold EG as of Q4 2016.

  • BlackRock Fund Advisors held 1,944,718 shares of Everest Group worth $421M as of Q4 2016.
  • BlackRock Fund Advisors sold 31,840 Everest Group shares in Q4 2016, an estimated $6.56M.
  • Everest Group made up 0.08% of BlackRock Fund Advisors's portfolio in Q4 2016, its #258 holding.
  • BlackRock Fund Advisors first reported a position in Everest Group in Q2 2013 and has held it in 15 quarters since.
  • 399 funds tracked by Wall St. Rank held Everest Group as of Q4 2016.

Based on BlackRock Fund Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.