Capital International Investors
EG icon

Capital International Investors’s Everest Group EG Stock Holding History

Capital International Investors’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
-548,156
Closed -$154M – 438
2022
Q2 		$154M Sell
548,156
-217,114
-28% -$61.4M 0.04% 261
2022
Q1 		$231M Sell
765,270
-454,709
-37% -$131M 0.05% 245
2021
Q4 		$334M Sell
1,219,979
-118,306
-9% -$32M 0.07% 219
2021
Q3 		$336M Sell
1,338,285
-272,362
-17% -$69.9M 0.08% 209
2021
Q2 		$406M Sell
1,610,647
-258,031
-14% -$67.2M 0.09% 192
2021
Q1 		$463M Sell
1,868,678
-376,512
-17% -$89.7M 0.12% 172
2020
Q4 		$526M Buy
2,245,190
+193,164
+9% +$42.6M 0.14% 151
2020
Q3 		$405M Buy
2,052,026
+339,038
+20% +$72.6M 0.13% 157
2020
Q2 		$353M Buy
1,712,988
+421,687
+33% +$82.1M 0.12% 157
2020
Q1 		$248M Buy
1,291,301
+432,049
+50% +$110M 0.1% 157
2019
Q4 		$238M Buy
859,252
+574,385
+202% +$152M 0.08% 175
2019
Q3 		$75.8M Buy
+284,867
New +$71.9M 0.03% 246

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital International Investors sold out of Everest Group (EG) in Q3 2022, closing a stake of 548,156 shares — an estimated $154M sold.

Capital International Investors first reported a position in EG in Q3 2019 and held it in 12 quarters. The position peaked at $526M in Q4 2020. 512 funds tracked by Wall St. Rank hold EG as of Q3 2022.

  • Capital International Investors reported no remaining Everest Group position as of Q3 2022 after selling out during the quarter.
  • Capital International Investors sold 548,156 Everest Group shares in Q3 2022, an estimated $154M.
  • Capital International Investors first reported a position in Everest Group in Q3 2019 and held it in 12 quarters.
  • Capital International Investors's Everest Group position peaked at $526M in Q4 2020.
  • 512 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

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