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Edge Advisors’s Everest Group EG Stock Holding History

Edge Advisors’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
2018
Q2 		$338K Hold
1,473
– – 0.03% 256
2018
Q1 		$377K Sell
1,473
-12
-0.8% -$2.88K 0.04% 247
2017
Q4 		$327K Hold
1,485
– – 0.03% 254
2017
Q3 		$337K Sell
1,485
-185
-11% -$46.6K 0.04% 251
2017
Q2 		$424K Sell
1,670
-40
-2% -$9.87K 0.05% 234
2017
Q1 		$398K Sell
1,710
-332
-16% -$75.8K 0.05% 247
2016
Q4 		$440K Buy
+2,042
New +$421K 0.06% 229

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edge Advisors's EG Position: Q2 2018 in Review

Edge Advisors held its Everest Group (EG) position steady in Q2 2018 at 1,473 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #256.

Edge Advisors first reported a position in EG in Q4 2016 and has held it in 7 quarters since. The position peaked at $440K in Q4 2016. 439 funds tracked by Wall St. Rank hold EG as of Q2 2018.

  • Edge Advisors held 1,473 shares of Everest Group worth $338K as of Q2 2018.
  • Edge Advisors left its Everest Group share count unchanged in Q2 2018.
  • Everest Group made up 0.03% of Edge Advisors's portfolio in Q2 2018, its #256 holding.
  • Edge Advisors first reported a position in Everest Group in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Everest Group position peaked at $440K in Q4 2016.
  • 439 funds tracked by Wall St. Rank held Everest Group as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.