CFG
EG icon

Citizens Financial Group’s Everest Group EG Stock Holding History

Citizens Financial Group’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
Q2 		– Sell
-45
Closed -$9K – 1098
2020
Q1 		$9K Sell
45
-32
-42% -$8.17K ﹤0.01% 766
2019
Q4 		$21K Buy
+77
New +$20.3K ﹤0.01% 608
2016
Q1 		– Sell
-20
Closed -$4K – 705
2015
Q4 		$4K Buy
+20
New +$3.63K ﹤0.01% 573

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Citizens Financial Group's EG Position: Q2 2020 in Review

Citizens Financial Group sold out of Everest Group (EG) in Q2 2020, closing a stake of 45 shares — an estimated $9K sold.

Citizens Financial Group first reported a position in EG in Q4 2015 and held it in 3 quarters. The position peaked at $21K in Q4 2019. 425 funds tracked by Wall St. Rank hold EG as of Q2 2020.

  • Citizens Financial Group reported no remaining Everest Group position as of Q2 2020 after selling out during the quarter.
  • Citizens Financial Group sold 45 Everest Group shares in Q2 2020, an estimated $9K.
  • Citizens Financial Group first reported a position in Everest Group in Q4 2015 and held it in 3 quarters.
  • Citizens Financial Group's Everest Group position peaked at $21K in Q4 2019.
  • 425 funds tracked by Wall St. Rank held Everest Group as of Q2 2020.

Based on Citizens Financial Group's 13F filing for Q2 2020, filed 12 Aug 2020.