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Capital International Sarl’s Everest Group EG Stock Holding History

Capital International Sarl’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
-2,155
Closed -$604K – 212
2022
Q2 		$604K Buy
2,155
+387
+22% +$109K 0.05% 197
2022
Q1 		$533K Sell
1,768
-5,104
-74% -$1.47M 0.03% 241
2021
Q4 		$1.88M Buy
6,872
+1,659
+32% +$448K 0.09% 195
2021
Q3 		$1.31M Sell
5,213
-1,275
-20% -$327K 0.12% 158
2021
Q2 		$1.64M Buy
6,488
+629
+11% +$164K 0.14% 152
2021
Q1 		$1.45M Buy
5,859
+53
+0.9% +$12.6K 0.14% 146
2020
Q4 		$1.36M Sell
5,806
-851
-13% -$188K 0.14% 139
2020
Q3 		$1.31M Sell
6,657
-207
-3% -$44.3K 0.16% 123
2020
Q2 		$1.42M Sell
6,864
-9,605
-58% -$1.87M 0.19% 113
2020
Q1 		$3.17M Buy
16,469
+7,735
+89% +$1.98M 0.58% 52
2019
Q4 		$2.42M Buy
8,734
+6,134
+236% +$1.62M 0.38% 87
2019
Q3 		$692K Buy
+2,600
New +$656K 0.12% 132

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 Sarl's EG Position: Q3 2022 in Review

Capital International Sarl sold out of Everest Group (EG) in Q3 2022, closing a stake of 2,155 shares — an estimated $604K sold.

Capital International Sarl first reported a position in EG in Q3 2019 and held it in 12 quarters. The position peaked at $3.17M in Q1 2020. 510 funds tracked by Wall St. Rank hold EG as of Q3 2022.

  • Capital International Sarl reported no remaining Everest Group position as of Q3 2022 after selling out during the quarter.
  • Capital International Sarl sold 2,155 Everest Group shares in Q3 2022, an estimated $604K.
  • Capital International Sarl first reported a position in Everest Group in Q3 2019 and held it in 12 quarters.
  • Capital International Sarl's Everest Group position peaked at $3.17M in Q1 2020.
  • 510 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

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