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CFM Wealth Partners’s Everest Group EG Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-274
Closed -$56K – 247
2020
Q2 		$56K Sell
274
-21
-7% -$4.09K 0.02% 267
2020
Q1 		$57K Buy
+295
New +$75.3K 0.03% 258

Other funds holding EG

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CFM Wealth Partners's EG Position: Q3 2020 in Review

CFM Wealth Partners sold out of Everest Group (EG) in Q3 2020, closing a stake of 274 shares — an estimated $56K sold.

CFM Wealth Partners first reported a position in EG in Q1 2020 and held it in 2 quarters. The position peaked at $57K in Q1 2020. 432 funds tracked by Wall St. Rank hold EG as of Q3 2020.

  • CFM Wealth Partners reported no remaining Everest Group position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 274 Everest Group shares in Q3 2020, an estimated $56K.
  • CFM Wealth Partners first reported a position in Everest Group in Q1 2020 and held it in 2 quarters.
  • CFM Wealth Partners's Everest Group position peaked at $57K in Q1 2020.
  • 432 funds tracked by Wall St. Rank held Everest Group as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.