Bristlecone Advisors’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-860
Closed -$238K 168
2019
Q4
$238K Buy
860
+60
+8% +$15.8K 0.05% 184
2019
Q3
$213K Sell
800
-60
-7% -$15.2K 0.05% 133
2019
Q2
$213K Sell
860
-6,263
-88% -$1.5M 0.05% 174
2019
Q1
$1.54M Sell
7,123
-3,233
-31% -$704K 0.43% 68
2018
Q4
$2.25M Sell
10,356
-1,323
-11% -$288K 0.68% 40
2018
Q3
$2.67M Buy
11,679
+4,650
+66% +$1.04M 0.67% 39
2018
Q2
$1.62M Sell
7,029
-1,510
-18% -$354K 0.54% 48
2018
Q1
$2.19M Sell
8,539
-3,681
-30% -$883K 0.74% 34
2017
Q4
$2.7M Sell
12,220
-145
-1% -$32.7K 0.86% 33
2017
Q3
$2.82M Sell
12,365
-90
-0.7% -$22.7K 0.92% 29
2017
Q2
$3.17M Buy
12,455
+65
+0.5% +$16K 1.08% 19
2017
Q1
$2.9M Sell
12,390
-1,360
-10% -$311K 1.01% 23
2016
Q4
$2.98M Sell
13,750
-640
-4% -$132K 1.06% 23
2016
Q3
$2.73M Buy
14,390
+235
+2% +$44.2K 0.98% 25
2016
Q2
$2.59M Buy
14,155
+610
+5% +$112K 0.95% 33
2016
Q1
$2.67M Buy
13,545
+1,560
+13% +$288K 1.06% 25
2015
Q4
$2.19M Buy
+11,985
New +$2.18M 0.93% 29

Other funds holding EG

Bristlecone Advisors's EG Position: Q1 2020 in Review

Bristlecone Advisors sold out of Everest Group (EG) in Q1 2020, closing a stake of 860 shares — an estimated $238K sold.

Bristlecone Advisors first reported a position in EG in Q4 2015 and held it in 17 quarters. The position peaked at $3.17M in Q2 2017. 428 funds tracked by Wall St. Rank hold EG as of Q1 2020.

  • Bristlecone Advisors reported no remaining Everest Group position as of Q1 2020 after selling out during the quarter.
  • Bristlecone Advisors sold 860 Everest Group shares in Q1 2020, an estimated $238K.
  • Bristlecone Advisors first reported a position in Everest Group in Q4 2015 and held it in 17 quarters.
  • Bristlecone Advisors's Everest Group position peaked at $3.17M in Q2 2017.
  • 428 funds tracked by Wall St. Rank held Everest Group as of Q1 2020.

Based on Bristlecone Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.