Dalton Investments’s Everest Group EG Stock Holding History

Dalton Investments’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 Q4	–	Sell	-500	Closed	-$99K	–	39
2020 Q3	$99K	Buy	+500	New	+$107K	0.07%	40

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

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

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

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 San Antonio, Texas $156B AUM 27.51% 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

Dalton Investments's EG Position: Q4 2020 in Review

Dalton Investments sold out of Everest Group (EG) in Q4 2020, closing a stake of 500 shares — an estimated $99K sold.

Dalton Investments first reported a position in EG in Q3 2020 and held it in 1 quarter. The position peaked at $99K in Q3 2020. 439 funds tracked by Wall St. Rank hold EG as of Q4 2020.

Dalton Investments reported no remaining Everest Group position as of Q4 2020 after selling out during the quarter.
Dalton Investments sold 500 Everest Group shares in Q4 2020, an estimated $99K.
Dalton Investments first reported a position in Everest Group in Q3 2020 and held it in 1 quarter.
Dalton Investments's Everest Group position peaked at $99K in Q3 2020.
439 funds tracked by Wall St. Rank held Everest Group as of Q4 2020.

Based on Dalton Investments's 13F filing for Q4 2020, filed 16 Feb 2021.