BP’s Everest Group EG Stock Holding History

BP’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	–	Sell	-1,223	Closed	-$308K	–	171
2021 Q2	$308K	Sell	1,223 -633	-34%	-$165K	0.01%	533
2021 Q1	$460K	Sell	1,856 -661	-26%	-$157K	0.02%	489
2020 Q4	$589K	Sell	2,517 -1,383	-35%	-$305K	0.02%	461
2020 Q3	$770K	Sell	3,900 -300	-7%	-$64.2K	0.02%	462
2020 Q2	$865K	Hold	4,200	–	–	0.03%	446
2020 Q1	$808K	Buy	+4,200	New	+$1.07M	0.03%	418
2019 Q4	–	Sell	-4,500	Closed	-$1.2M	–	526
2019 Q3	$1.2M	Hold	4,500	–	–	0.04%	391
2019 Q2	$1.11M	Sell	4,500 -200	-4%	-$48K	0.04%	402
2019 Q1	$1.01M	Hold	4,700	–	–	0.04%	352
2018 Q4	$1.02M	Hold	4,700	–	–	0.04%	367
2018 Q3	$1.07M	Hold	4,700	–	–	0.03%	425
2018 Q2	$1.08M	Hold	4,700	–	–	0.03%	444
2018 Q1	$1.21M	Hold	4,700	–	–	0.04%	385
2017 Q4	$1.04M	Sell	4,700 -800	-15%	-$180K	0.04%	407
2017 Q3	$1.26M	Hold	5,500	–	–	0.04%	373
2017 Q2	$1.4M	Hold	5,500	–	–	0.05%	346
2017 Q1	$1.29M	Hold	5,500	–	–	0.05%	351
2016 Q4	$1.19M	Buy	+5,500	New	+$1.13M	0.04%	386

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

BP's EG Position: Q3 2021 in Review

BP sold out of Everest Group (EG) in Q3 2021, closing a stake of 1,223 shares — an estimated $308K sold.

BP first reported a position in EG in Q4 2016 and held it in 18 quarters. The position peaked at $1.4M in Q2 2017. 465 funds tracked by Wall St. Rank hold EG as of Q3 2021.

BP reported no remaining Everest Group position as of Q3 2021 after selling out during the quarter.
BP sold 1,223 Everest Group shares in Q3 2021, an estimated $308K.
BP first reported a position in Everest Group in Q4 2016 and held it in 18 quarters.
BP's Everest Group position peaked at $1.4M in Q2 2017.
465 funds tracked by Wall St. Rank held Everest Group as of Q3 2021.

Based on BP's 13F filing for Q3 2021, filed 10 Nov 2021.