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DC Investments Management’s Everest Group EG Stock Holding History

DC Investments Management’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
-1,154
Closed -$228K – 70
2020
Q3 		$228K Hold
1,154
– – 0.25% 61
2020
Q2 		$238K Sell
1,154
-536
-32% -$104K 0.09% 281
2020
Q1 		$325K Buy
1,690
+742
+78% +$189K 0.26% 155
2019
Q4 		$262K Buy
+948
New +$250K 0.2% 210

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

DC Investments Management's EG Position: Q4 2020 in Review

DC Investments Management sold out of Everest Group (EG) in Q4 2020, closing a stake of 1,154 shares — an estimated $228K sold.

DC Investments Management first reported a position in EG in Q4 2019 and held it in 4 quarters. The position peaked at $325K in Q1 2020. 439 funds tracked by Wall St. Rank hold EG as of Q4 2020.

  • DC Investments Management reported no remaining Everest Group position as of Q4 2020 after selling out during the quarter.
  • DC Investments Management sold 1,154 Everest Group shares in Q4 2020, an estimated $228K.
  • DC Investments Management first reported a position in Everest Group in Q4 2019 and held it in 4 quarters.
  • DC Investments Management's Everest Group position peaked at $325K in Q1 2020.
  • 439 funds tracked by Wall St. Rank held Everest Group as of Q4 2020.

Based on DC Investments Management's 13F filing for Q4 2020, filed 12 Feb 2021.