B
EG icon

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital International Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return