Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BG
BlackRock Group’s
Everest Group
EG
Stock Holding History
BlackRock Group’s Portfolio
EG Stock Details
EG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q4
$75.4M
Sell
348,298
-11,913
-3%
-$2.45M
0.04%
500
2016
Q3
$68.4M
Sell
360,211
-43,222
-11%
-$8.13M
0.03%
519
2016
Q2
$73.7M
Buy
403,433
+2,521
+0.6%
+$463K
0.04%
490
2016
Q1
$79.2M
Buy
400,912
+4,634
+1%
+$856K
0.04%
455
2015
Q4
$72.6M
Sell
396,278
-32,788
-8%
-$5.96M
0.04%
469
2015
Q3
$74.4M
Buy
429,066
+80,129
+23%
+$14.5M
0.04%
448
2015
Q2
$63.5M
Buy
348,937
+7,921
+2%
+$1.44M
0.03%
529
2015
Q1
$59.3M
Sell
341,016
-3,714
-1%
-$653K
0.03%
547
2014
Q4
$58.7M
Buy
344,730
+11,148
+3%
+$1.88M
0.03%
548
2014
Q3
$54M
Buy
333,582
+10,855
+3%
+$1.76M
0.03%
548
2014
Q2
$51.8M
Sell
322,727
-2,635
-0.8%
-$417K
0.03%
556
2014
Q1
$49.8M
Sell
325,362
-1,364
-0.4%
-$201K
0.03%
564
2013
Q4
$50.9M
Sell
326,726
-14,324
-4%
-$2.19M
0.03%
544
2013
Q3
$49.6M
Buy
341,050
+18,309
+6%
+$2.48M
0.03%
538
2013
Q2
$41.4M
Buy
+322,741
New
+$41.7M
0.03%
546
Other funds holding EG
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
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
BFA
BlackRock Fund Advisors
San Francisco, California
$542B AUM
18.13%
1-Year Est. Return
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
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
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close