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Bowling Portfolio Management’s Everest Group EG Stock Holding History

Bowling Portfolio 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
2022
Q3 		$2.6M Buy
9,887
+2,572
+35% +$696K 0.71% 32
2022
Q2 		$2.05M Sell
7,315
-2,749
-27% -$777K 0.52% 57
2022
Q1 		$3.03M Buy
10,064
+5,635
+127% +$1.62M 0.65% 37
2021
Q4 		$1.21M Sell
4,429
-30
-0.7% -$8.11K 0.25% 134
2021
Q3 		$1.12M Sell
4,459
-7
-0.2% -$1.79K 0.25% 137
2021
Q2 		$1.13M Hold
4,466
– – 0.25% 136
2021
Q1 		$1.11M Sell
4,466
-363
-8% -$86.4K 0.26% 133
2020
Q4 		$1.13M Sell
4,829
-420
-8% -$92.7K 0.27% 114
2020
Q3 		$1.04M Sell
5,249
-48
-0.9% -$10.3K 0.23% 114
2020
Q2 		$1.09M Sell
5,297
-5
-0.1% -$974 0.23% 108
2020
Q1 		$1.02M Sell
5,302
-267
-5% -$68.2K 0.25% 110
2019
Q4 		$1.54M Sell
5,569
-145
-3% -$38.3K 0.26% 108
2019
Q3 		$1.52M Sell
5,714
-231
-4% -$58.3K 0.25% 125
2019
Q2 		$1.47M Sell
5,945
-1,576
-21% -$378K 0.24% 149
2019
Q1 		$1.62M Sell
7,521
-3,692
-33% -$804K 0.26% 130
2018
Q4 		$2.44M Sell
11,213
-488
-4% -$106K 0.43% 69
2018
Q3 		$2.67M Sell
11,701
-142
-1% -$31.8K 0.37% 82
2018
Q2 		$2.73M Sell
11,843
-689
-5% -$162K 0.38% 77
2018
Q1 		$3.22M Sell
12,532
-355
-3% -$85.2K 0.44% 69
2017
Q4 		$2.85M Sell
12,887
-12,719
-50% -$2.87M 0.38% 80
2017
Q3 		$5.85M Sell
25,606
-2,739
-10% -$690K 0.88% 17
2017
Q2 		$7.22M Sell
28,345
-1,989
-7% -$491K 1.06% 12
2017
Q1 		$7.09M Buy
30,334
+16,971
+127% +$3.88M 1.17% 10
2016
Q4 		$2.89M Sell
13,363
-640
-5% -$132K 0.43% 86
2016
Q3 		$2.66M Sell
14,003
-29,099
-68% -$5.47M 0.37% 87
2016
Q2 		$7.87M Sell
43,102
-719
-2% -$132K 1.29% 17
2016
Q1 		$8.65M Buy
43,821
+28,992
+196% +$5.36M 1.4% 18
2015
Q4 		$2.71M Sell
14,829
-208
-1% -$37.8K 0.6% 73
2015
Q3 		$2.61M Sell
15,037
-14,591
-49% -$2.64M 0.6% 75
2015
Q2 		$5.39M Buy
29,628
+3,407
+13% +$620K 1.17% 24
2015
Q1 		$4.56M Sell
26,221
-292
-1% -$51.3K 1% 37
2014
Q4 		$4.51K Sell
26,513
-6,711
-20% -$1.13M 0.91% 34
2014
Q3 		$5.38M Sell
33,224
-361
-1% -$58.4K 1.26% 32
2014
Q2 		$5.39M Sell
33,585
-1,394
-4% -$221K 1.28% 34
2014
Q1 		$5.35M Sell
34,979
-389
-1% -$57.5K 1.28% 34
2013
Q4 		$5.51M Sell
35,368
-492
-1% -$75.1K 1.35% 26
2013
Q3 		$5.21M Buy
35,860
+2,274
+7% +$308K 1.45% 14
2013
Q2 		$4.31M Buy
+33,586
New +$4.34M 1.26% 35

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bowling Portfolio Management's EG Position: Q3 2022 in Review

Bowling Portfolio Management increased its Everest Group (EG) stake by 35% in Q3 2022, buying an estimated $696K and bringing the position to 9,887 shares worth $2.6M. The position accounts for 0.71% of the portfolio, ranked #32.

Bowling Portfolio Management first reported a position in EG in Q2 2013 and has held it in 38 quarters since. The position peaked at $8.65M in Q1 2016. 512 funds tracked by Wall St. Rank hold EG as of Q3 2022.

  • Bowling Portfolio Management held 9,887 shares of Everest Group worth $2.6M as of Q3 2022.
  • Bowling Portfolio Management bought 2,572 Everest Group shares in Q3 2022, an estimated $696K.
  • Everest Group made up 0.71% of Bowling Portfolio Management's portfolio in Q3 2022, its #32 holding.
  • Bowling Portfolio Management first reported a position in Everest Group in Q2 2013 and has held it in 38 quarters since.
  • Bowling Portfolio Management's Everest Group position peaked at $8.65M in Q1 2016.
  • 512 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on Bowling Portfolio Management's 13F filing for Q3 2022, filed 4 Oct 2022.