CSat Investment Advisory’s Everest Group EG Stock Holding History

CSat Investment Advisory’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
2021 Q1	$80K	Buy	321 +48	+18%	+$11.4K	0.07%	108
2020 Q4	$64K	Sell	273 -646	-70%	-$143K	0.06%	117
2020 Q3	$182K	Sell	919 -427	-32%	-$91.4K	0.02%	294
2020 Q2	$278K	Buy	1,346 +1,107	+463%	+$216K	0.03%	255
2020 Q1	$46K	Buy	239 +12	+5%	+$3.06K	0.01%	545
2019 Q4	$63K	Sell	227 -9	-4%	-$2.37K	0.02%	539
2019 Q3	$63K	Buy	236 +36	+18%	+$9.09K	0.02%	425
2019 Q2	$50K	Buy	200 +48	+32%	+$11.5K	0.02%	521
2019 Q1	$33K	Buy	152 +18	+13%	+$3.92K	0.02%	207
2018 Q4	$29K	Buy	134 +24	+22%	+$5.23K	0.02%	202
2018 Q3	$25K	Buy	110 +31	+39%	+$6.94K	0.01%	189
2018 Q2	$18K	Buy	+79	New	+$18.5K	0.01%	215

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIP

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

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

CSat Investment Advisory's EG Position: Q1 2021 in Review

CSat Investment Advisory increased its Everest Group (EG) stake by 18% in Q1 2021, buying an estimated $11.4K and bringing the position to 321 shares worth $80K. The position accounts for 0.07% of the portfolio, ranked #108.

CSat Investment Advisory first reported a position in EG in Q2 2018 and has held it in 12 quarters since. The position peaked at $278K in Q2 2020. 464 funds tracked by Wall St. Rank hold EG as of Q1 2021.

CSat Investment Advisory held 321 shares of Everest Group worth $80K as of Q1 2021.
CSat Investment Advisory bought 48 Everest Group shares in Q1 2021, an estimated $11.4K.
Everest Group made up 0.07% of CSat Investment Advisory's portfolio in Q1 2021, its #108 holding.
CSat Investment Advisory first reported a position in Everest Group in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Everest Group position peaked at $278K in Q2 2020.
464 funds tracked by Wall St. Rank held Everest Group as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.