Cornerstone Advisors (Washington)’s Everest Group EG Stock Holding History

Cornerstone Advisors (Washington)’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 Q3	–	Sell	-13	Closed	-$3K	–	992
2019 Q2	$3K	Buy	13 +3	+30%	+$720	﹤0.01%	1027
2019 Q1	$2K	Hold	10	–	–	﹤0.01%	996
2018 Q4	$2K	Hold	10	–	–	﹤0.01%	875
2018 Q3	$2K	Hold	10	–	–	﹤0.01%	882
2018 Q2	$2K	Hold	10	–	–	﹤0.01%	836
2018 Q1	$3K	Hold	10	–	–	﹤0.01%	767
2017 Q4	$2K	Hold	10	–	–	﹤0.01%	798
2017 Q3	$2K	Hold	10	–	–	﹤0.01%	795
2017 Q2	$3K	Hold	10	–	–	﹤0.01%	747
2017 Q1	$2K	Hold	10	–	–	﹤0.01%	793
2016 Q4	$2K	Hold	10	–	–	﹤0.01%	805
2016 Q3	$2K	Hold	10	–	–	﹤0.01%	780
2016 Q2	$2K	Hold	10	–	–	﹤0.01%	717
2016 Q1	$2K	Hold	10	–	–	﹤0.01%	713
2015 Q4	$2K	Hold	10	–	–	﹤0.01%	715
2015 Q3	$2K	Hold	10	–	–	﹤0.01%	707
2015 Q2	$2K	Hold	10	–	–	﹤0.01%	579
2015 Q1	$2K	Hold	10	–	–	﹤0.01%	599
2014 Q4	$2K	Hold	10	–	–	﹤0.01%	571
2014 Q3	$2K	Hold	10	–	–	﹤0.01%	396
2014 Q2	$2K	Buy	+10	New	+$1.58K	﹤0.01%	434

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Cornerstone Advisors (Washington)'s EG Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Everest Group (EG) in Q3 2019, closing a stake of 13 shares — an estimated $3K sold.

Cornerstone Advisors (Washington) first reported a position in EG in Q2 2014 and held it in 21 quarters. The position peaked at $3K in Q2 2019. 437 funds tracked by Wall St. Rank hold EG as of Q3 2019.

Cornerstone Advisors (Washington) reported no remaining Everest Group position as of Q3 2019 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 13 Everest Group shares in Q3 2019, an estimated $3K.
Cornerstone Advisors (Washington) first reported a position in Everest Group in Q2 2014 and held it in 21 quarters.
Cornerstone Advisors (Washington)'s Everest Group position peaked at $3K in Q2 2019.
437 funds tracked by Wall St. Rank held Everest Group as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.