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Calvert Investment Management’s Everest Group EG Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-1,608
Closed -$348K – 190
2016
Q4 		$348K Sell
1,608
-400
-20% -$82.4K 0.01% 629
2016
Q3 		$381K Buy
2,008
+13
+0.7% +$2.44K 0.01% 597
2016
Q2 		$364K Buy
+1,995
New +$367K 0.01% 586
2015
Q2 		– Sell
-2,001
Closed -$348K – 646
2015
Q1 		$348K Buy
2,001
+315
+19% +$55.3K 0.02% 457
2014
Q4 		$287K Buy
1,686
+19
+1% +$3.21K 0.02% 475
2014
Q3 		$270K Buy
+1,667
New +$270K 0.02% 481

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Calvert Investment Management's EG Position: Q1 2017 in Review

Calvert Investment Management sold out of Everest Group (EG) in Q1 2017, closing a stake of 1,608 shares — an estimated $348K sold.

Calvert Investment Management first reported a position in EG in Q3 2014 and held it in 6 quarters. The position peaked at $381K in Q3 2016. 388 funds tracked by Wall St. Rank hold EG as of Q1 2017.

  • Calvert Investment Management reported no remaining Everest Group position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 1,608 Everest Group shares in Q1 2017, an estimated $348K.
  • Calvert Investment Management first reported a position in Everest Group in Q3 2014 and held it in 6 quarters.
  • Calvert Investment Management's Everest Group position peaked at $381K in Q3 2016.
  • 388 funds tracked by Wall St. Rank held Everest Group as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.