Claro Advisors’s Everest Group EG Stock Holding History

Claro 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
2019 Q1	–	Sell	-15	Closed	-$3K	–	375
2018 Q4	$3K	Buy	+15	New	+$3.27K	﹤0.01%	855

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Claro Advisors's EG Position: Q1 2019 in Review

Claro Advisors sold out of Everest Group (EG) in Q1 2019, closing a stake of 15 shares — an estimated $3K sold.

Claro Advisors first reported a position in EG in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 419 funds tracked by Wall St. Rank hold EG as of Q1 2019.

Claro Advisors reported no remaining Everest Group position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 15 Everest Group shares in Q1 2019, an estimated $3K.
Claro Advisors first reported a position in Everest Group in Q4 2018 and held it in 1 quarter.
Claro Advisors's Everest Group position peaked at $3K in Q4 2018.
419 funds tracked by Wall St. Rank held Everest Group as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.