Cannell & Spears’s Everest Group EG Stock Holding History

Cannell & Spears’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
2019 Q4	–	Sell	-1,539	Closed	-$410K	–	188
2019 Q3	$410K	Hold	1,539	–	–	0.05%	120
2019 Q2	$380K	Hold	1,539	–	–	0.04%	121
2019 Q1	$332K	Hold	1,539	–	–	0.04%	126
2018 Q4	$335K	Hold	1,539	–	–	0.05%	118
2018 Q3	$352K	Sell	1,539 -31	-2%	-$6.94K	0.04%	124
2018 Q2	$362K	Buy	1,570 +31	+2%	+$7.28K	0.05%	117
2018 Q1	$395K	Hold	1,539	–	–	0.05%	115
2017 Q4	$341K	Hold	1,539	–	–	0.04%	128
2017 Q3	$351K	Hold	1,539	–	–	0.04%	111
2017 Q2	$392K	Hold	1,539	–	–	0.05%	100
2017 Q1	$360K	Hold	1,539	–	–	0.05%	94
2016 Q4	$333K	Hold	1,539	–	–	0.04%	99
2016 Q3	$292K	Hold	1,539	–	–	0.04%	101
2016 Q2	$281K	Hold	1,539	–	–	0.04%	96
2016 Q1	$304K	Hold	1,539	–	–	0.04%	97
2015 Q4	$282K	Hold	1,539	–	–	0.03%	105
2015 Q3	$267K	Hold	1,539	–	–	0.03%	114
2015 Q2	$280K	Hold	1,539	–	–	0.03%	116
2015 Q1	$268K	Hold	1,539	–	–	0.03%	118
2014 Q4	$262K	Buy	+1,539	New	+$260K	0.03%	122

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

CIP

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

Cannell & Spears's EG Position: Q4 2019 in Review

Cannell & Spears sold out of Everest Group (EG) in Q4 2019, closing a stake of 1,539 shares — an estimated $410K sold.

Cannell & Spears first reported a position in EG in Q4 2014 and held it in 20 quarters. The position peaked at $410K in Q3 2019. 443 funds tracked by Wall St. Rank hold EG as of Q4 2019.

Cannell & Spears reported no remaining Everest Group position as of Q4 2019 after selling out during the quarter.
Cannell & Spears sold 1,539 Everest Group shares in Q4 2019, an estimated $410K.
Cannell & Spears first reported a position in Everest Group in Q4 2014 and held it in 20 quarters.
Cannell & Spears's Everest Group position peaked at $410K in Q3 2019.
443 funds tracked by Wall St. Rank held Everest Group as of Q4 2019.

Based on Cannell & Spears's 13F filing for Q4 2019, filed 14 Feb 2020.