Capital International’s Everest Group EG Stock Holding History

Capital International’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	-3,767	Closed	-$1.06M	–	159
2022 Q2	$1.06M	Hold	3,767	–	–	0.08%	142
2022 Q1	$1.14M	Hold	3,767	–	–	0.06%	148
2021 Q4	$1.03M	Sell	3,767 -90	-2%	-$24.3K	0.05%	149
2021 Q3	$967K	Sell	3,857 -5,151	-57%	-$1.32M	0.05%	148
2021 Q2	$2.27M	Sell	9,008 -3,449	-28%	-$898K	0.13%	131
2021 Q1	$3.09M	Sell	12,457 -967	-7%	-$230K	0.19%	117
2020 Q4	$3.14M	Hold	13,424	–	–	0.18%	112
2020 Q3	$2.65M	Buy	13,424 +2,049	+18%	+$439K	0.18%	106
2020 Q2	$2.35M	Sell	11,375 -2,688	-19%	-$523K	0.22%	91
2020 Q1	$2.71M	Buy	14,063 +2,494	+22%	+$637K	0.3%	82
2019 Q4	$3.2M	Buy	11,569 +8,649	+296%	+$2.28M	0.34%	78
2019 Q3	$777K	Buy	+2,920	New	+$737K	0.12%	118

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International's EG Position: Q3 2022 in Review

Capital International sold out of Everest Group (EG) in Q3 2022, closing a stake of 3,767 shares — an estimated $1.06M sold.

Capital International first reported a position in EG in Q3 2019 and held it in 12 quarters. The position peaked at $3.2M in Q4 2019. 510 funds tracked by Wall St. Rank hold EG as of Q3 2022.

Capital International reported no remaining Everest Group position as of Q3 2022 after selling out during the quarter.
Capital International sold 3,767 Everest Group shares in Q3 2022, an estimated $1.06M.
Capital International first reported a position in Everest Group in Q3 2019 and held it in 12 quarters.
Capital International's Everest Group position peaked at $3.2M in Q4 2019.
510 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

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