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Destination Wealth Management’s Everest Group EG Stock Holding History

Destination Wealth 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
2019
Q3 		– Sell
-5
Closed -$1K – 238
2019
Q2 		$1K Hold
5
– – ﹤0.01% 544
2019
Q1 		$1K Buy
+5
New +$1.09K ﹤0.01% 625

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Destination Wealth Management's EG Position: Q3 2019 in Review

Destination Wealth Management sold out of Everest Group (EG) in Q3 2019, closing a stake of 5 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in EG in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 436 funds tracked by Wall St. Rank hold EG as of Q3 2019.

  • Destination Wealth Management reported no remaining Everest Group position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 5 Everest Group shares in Q3 2019, an estimated $1K.
  • Destination Wealth Management first reported a position in Everest Group in Q1 2019 and held it in 2 quarters.
  • Destination Wealth Management's Everest Group position peaked at $1K in Q2 2019.
  • 436 funds tracked by Wall St. Rank held Everest Group as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.