Echo Street Capital Management’s Everest Group EG Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-158,216	Closed	-$58.8M	–	138
2023 Q3	$58.8M	Buy	158,216 +42,333	+37%	+$15.4M	0.55%	51
2023 Q2	$39.6M	Buy	+115,883	New	+$41.8M	0.34%	62
2022 Q4	–	Sell	-1,563	Closed	-$410K	–	542
2022 Q3	$410K	Buy	+1,563	New	+$423K	﹤0.01%	327
2021 Q3	–	Sell	-1,300	Closed	-$328K	–	658
2021 Q2	$328K	Buy	+1,300	New	+$338K	﹤0.01%	471
2021 Q1	–	Sell	-5,159	Closed	-$1.21M	–	535
2020 Q4	$1.21M	Sell	5,159 -11,330	-69%	-$2.5M	0.01%	143
2020 Q3	$3.26M	Sell	16,489 -178,862	-92%	-$38.3M	0.06%	100
2020 Q2	$40.3M	Buy	195,351 +92,522	+90%	+$18M	0.48%	86
2020 Q1	$19.8M	Buy	102,829 +25,634	+33%	+$6.55M	0.43%	88
2019 Q4	$21.4M	Buy	77,195 +2,558	+3%	+$675K	0.33%	111
2019 Q3	$19.9M	Sell	74,637 -15,026	-17%	-$3.79M	0.34%	108
2019 Q2	$22.2M	Sell	89,663 -20,833	-19%	-$5M	0.39%	99
2019 Q1	$23.9M	Buy	110,496 +62,016	+128%	+$13.5M	0.47%	83
2018 Q4	$10.6M	Sell	48,480 -31,669	-40%	-$6.9M	0.27%	112
2018 Q3	$18.3M	Buy	80,149 +24,557	+44%	+$5.5M	0.41%	92
2018 Q2	$12.8M	Buy	+55,592	New	+$13.1M	0.31%	103
2018 Q1	–	Sell	-83,127	Closed	-$18.4M	–	153
2017 Q4	$18.4M	Buy	+83,127	New	+$18.7M	0.55%	62
2017 Q2	–	Sell	-46,193	Closed	-$10.8M	–	153
2017 Q1	$10.8M	Sell	46,193 -984	-2%	-$225K	0.36%	97
2016 Q4	$10.2M	Sell	47,177 -2,598	-5%	-$535K	0.41%	85
2016 Q3	$9.46M	Sell	49,775 -50,671	-50%	-$9.53M	0.4%	90
2016 Q2	$18.3M	Buy	+100,446	New	+$18.5M	0.77%	41
2016 Q1	–	Sell	-37,370	Closed	-$6.84M	–	168
2015 Q4	$6.84M	Sell	37,370 -29,966	-45%	-$5.44M	0.29%	113
2015 Q3	$11.7M	Buy	67,336 +11,251	+20%	+$2.04M	0.43%	92
2015 Q2	$10.2M	Buy	56,085 +7,970	+17%	+$1.45M	0.45%	84
2015 Q1	$8.37M	Buy	48,115 +28,468	+145%	+$5M	0.49%	70
2014 Q4	$3.35M	Sell	19,647 -24,659	-56%	-$4.16M	0.21%	114
2014 Q3	$7.18M	Buy	44,306 +17,114	+63%	+$2.77M	0.42%	88
2014 Q2	$4.36M	Sell	27,192 -219	-0.8%	-$34.7K	0.28%	107
2014 Q1	$4.2M	Sell	27,411 -13,384	-33%	-$1.98M	0.33%	90
2013 Q4	$6.36M	Sell	40,795 -51,380	-56%	-$7.85M	0.62%	51
2013 Q3	$13.4M	Hold	92,175	–	–	1.7%	20
2013 Q2	$11.8M	Buy	+92,175	New	+$11.9M	1.8%	24

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CIP

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

Echo Street Capital Management's EG Position: Q4 2023 in Review

Echo Street Capital Management sold out of Everest Group (EG) in Q4 2023, closing a stake of 158,216 shares — an estimated $58.8M sold.

Echo Street Capital Management first reported a position in EG in Q2 2013 and held it in 31 quarters. The position peaked at $58.8M in Q3 2023. 668 funds tracked by Wall St. Rank hold EG as of Q4 2023.

Echo Street Capital Management reported no remaining Everest Group position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 158,216 Everest Group shares in Q4 2023, an estimated $58.8M.
Echo Street Capital Management first reported a position in Everest Group in Q2 2013 and held it in 31 quarters.
Echo Street Capital Management's Everest Group position peaked at $58.8M in Q3 2023.
668 funds tracked by Wall St. Rank held Everest Group as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.