CII
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Capital International Inc’s Everest Group EG Stock Holding History

Capital International Inc’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
2022
Q3 		– Sell
-2,563
Closed -$718K – 286
2022
Q2 		$718K Sell
2,563
-42
-2% -$11.9K 0.01% 260
2022
Q1 		$785K Sell
2,605
-3,591
-58% -$1.03M 0.01% 274
2021
Q4 		$1.7M Sell
6,196
-2,005
-24% -$542K 0.02% 262
2021
Q3 		$2.06M Sell
8,201
-14,135
-63% -$3.63M 0.02% 256
2021
Q2 		$5.63M Sell
22,336
-7,980
-26% -$2.08M 0.05% 201
2021
Q1 		$7.51M Sell
30,316
-15,610
-34% -$3.72M 0.07% 183
2020
Q4 		$10.8M Buy
45,926
+17,483
+61% +$3.86M 0.1% 156
2020
Q3 		$5.62M Sell
28,443
-1,295
-4% -$277K 0.06% 170
2020
Q2 		$6.13M Buy
29,738
+5,968
+25% +$1.16M 0.07% 158
2020
Q1 		$4.57M Buy
23,770
+11,723
+97% +$2.99M 0.08% 137
2019
Q4 		$3.33M Buy
12,047
+8,239
+216% +$2.17M 0.05% 153
2019
Q3 		$1.01M Buy
+3,808
New +$962K 0.02% 177

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Inc's EG Position: Q3 2022 in Review

Capital International Inc sold out of Everest Group (EG) in Q3 2022, closing a stake of 2,563 shares — an estimated $718K sold.

Capital International Inc first reported a position in EG in Q3 2019 and held it in 12 quarters. The position peaked at $10.8M in Q4 2020. 510 funds tracked by Wall St. Rank hold EG as of Q3 2022.

  • Capital International Inc reported no remaining Everest Group position as of Q3 2022 after selling out during the quarter.
  • Capital International Inc sold 2,563 Everest Group shares in Q3 2022, an estimated $718K.
  • Capital International Inc first reported a position in Everest Group in Q3 2019 and held it in 12 quarters.
  • Capital International Inc's Everest Group position peaked at $10.8M in Q4 2020.
  • 510 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on Capital International Inc's 13F filing for Q3 2022, filed 14 Nov 2022.