CIS
EG icon

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 $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