DLCIG
EG icon

D.L. Carlson Investment Group’s Everest Group EG Stock Holding History

D.L. Carlson Investment 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
Q3 		– Sell
-4,865
Closed -$1M – 145
2020
Q2 		$1M Buy
4,865
+11
+0.2% +$2.14K 0.3% 80
2020
Q1 		$934K Sell
4,854
-385
-7% -$98.3K 0.35% 79
2019
Q4 		$1.45M Sell
5,239
-4
-0.1% -$1.05K 0.42% 78
2019
Q3 		$1.4M Buy
5,243
+273
+5% +$68.9K 0.44% 73
2019
Q2 		$1.23M Buy
+4,970
New +$1.19M 0.38% 78

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

D.L. Carlson Investment Group's EG Position: Q3 2020 in Review

D.L. Carlson Investment Group sold out of Everest Group (EG) in Q3 2020, closing a stake of 4,865 shares — an estimated $1M sold.

D.L. Carlson Investment Group first reported a position in EG in Q2 2019 and held it in 5 quarters. The position peaked at $1.45M in Q4 2019. 432 funds tracked by Wall St. Rank hold EG as of Q3 2020.

  • D.L. Carlson Investment Group reported no remaining Everest Group position as of Q3 2020 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 4,865 Everest Group shares in Q3 2020, an estimated $1M.
  • D.L. Carlson Investment Group first reported a position in Everest Group in Q2 2019 and held it in 5 quarters.
  • D.L. Carlson Investment Group's Everest Group position peaked at $1.45M in Q4 2019.
  • 432 funds tracked by Wall St. Rank held Everest Group as of Q3 2020.

Based on D.L. Carlson Investment Group's 13F filing for Q3 2020, filed 13 Nov 2020.