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Convergence Investment Partners’s Everest Group EG Stock Holding History

Convergence Investment 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
2023
Q4 		– Sell
-560
Closed -$208K – 199
2023
Q3 		$208K Buy
+560
New +$203K 0.12% 152
2022
Q2 		– Sell
-719
Closed -$217K – 223
2022
Q1 		$217K Buy
+719
New +$207K 0.11% 175
2020
Q2 		– Sell
-2,764
Closed -$532K – 222
2020
Q1 		$532K Buy
+2,764
New +$706K 0.23% 134
2018
Q2 		– Sell
-20
Closed -$5K – 491
2018
Q1 		$5K Buy
+20
New +$4.8K ﹤0.01% 821
2017
Q3 		– Sell
-7,624
Closed -$1.94M – 345
2017
Q2 		$1.94M Buy
7,624
+1,424
+23% +$351K 0.28% 135
2017
Q1 		$1.45M Buy
+6,200
New +$1.42M 0.2% 193
2015
Q1 		– Sell
-9,609
Closed -$1.64M – 373
2014
Q4 		$1.64M Sell
9,609
-9,693
-50% -$1.64M 0.22% 161
2014
Q3 		$3.13M Buy
19,302
+1,928
+11% +$312K 0.43% 67
2014
Q2 		$2.79M Sell
17,374
-3,641
-17% -$576K 0.37% 85
2014
Q1 		$3.22M Buy
21,015
+3,913
+23% +$578K 0.49% 50
2013
Q4 		$2.67M Buy
17,102
+2,512
+17% +$384K 0.43% 71
2013
Q3 		$2.12M Buy
+14,590
New +$1.98M 0.45% 80

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Convergence Investment Partners's EG Position: Q4 2023 in Review

Convergence Investment Partners sold out of Everest Group (EG) in Q4 2023, closing a stake of 560 shares — an estimated $208K sold.

Convergence Investment Partners first reported a position in EG in Q3 2013 and held it in 12 quarters. The position peaked at $3.22M in Q1 2014. 668 funds tracked by Wall St. Rank hold EG as of Q4 2023.

  • Convergence Investment Partners reported no remaining Everest Group position as of Q4 2023 after selling out during the quarter.
  • Convergence Investment Partners sold 560 Everest Group shares in Q4 2023, an estimated $208K.
  • Convergence Investment Partners first reported a position in Everest Group in Q3 2013 and held it in 12 quarters.
  • Convergence Investment Partners's Everest Group position peaked at $3.22M in Q1 2014.
  • 668 funds tracked by Wall St. Rank held Everest Group as of Q4 2023.

Based on Convergence Investment Partners's 13F filing for Q4 2023, filed 5 Feb 2024.