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Capitolis Advisors’s Everest Group EG Stock Holding History

Capitolis Advisors’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
Q1 		– Sell
-22,602
Closed -$6.19M – 253
2021
Q4 		$6.19M Sell
22,602
-2,661
-11% -$719K 0.04% 294
2021
Q3 		$6.98M Buy
25,263
+14,436
+133% +$3.7M 0.06% 209
2021
Q2 		$2.73M Sell
10,827
-13,894
-56% -$3.62M 0.03% 250
2021
Q1 		$6.13M Sell
24,721
-4,700
-16% -$1.12M 0.11% 158
2020
Q4 		$6.89M Buy
+29,421
New +$6.5M 0.12% 181

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 $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Capitolis Advisors's EG Position: Q1 2022 in Review

Capitolis Advisors sold out of Everest Group (EG) in Q1 2022, closing a stake of 22,602 shares — an estimated $6.19M sold.

Capitolis Advisors first reported a position in EG in Q4 2020 and held it in 5 quarters. The position peaked at $6.98M in Q3 2021. 513 funds tracked by Wall St. Rank hold EG as of Q1 2022.

  • Capitolis Advisors reported no remaining Everest Group position as of Q1 2022 after selling out during the quarter.
  • Capitolis Advisors sold 22,602 Everest Group shares in Q1 2022, an estimated $6.19M.
  • Capitolis Advisors first reported a position in Everest Group in Q4 2020 and held it in 5 quarters.
  • Capitolis Advisors's Everest Group position peaked at $6.98M in Q3 2021.
  • 513 funds tracked by Wall St. Rank held Everest Group as of Q1 2022.

Based on Capitolis Advisors's 13F filing for Q1 2022, filed 12 May 2022.