EWM
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Endurance Wealth Management’s Everest Group EG Stock Holding History

Endurance 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
2021
Q1 		– Sell
-2
Closed -$476 – 650
2020
Q4 		$0 Hold
2
– – ﹤0.01% 623
2020
Q3 		$0 Hold
2
– – ﹤0.01% 625
2020
Q2 		$0 Hold
2
– – ﹤0.01% 612
2020
Q1 		$0 Buy
+2
New +$511 ﹤0.01% 572

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Endurance Wealth Management's EG Position: Q1 2021 in Review

Endurance Wealth Management sold out of Everest Group (EG) in Q1 2021, closing a stake of 2 shares — an estimated $476 sold.

Endurance Wealth Management first reported a position in EG in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 464 funds tracked by Wall St. Rank hold EG as of Q1 2021.

  • Endurance Wealth Management reported no remaining Everest Group position as of Q1 2021 after selling out during the quarter.
  • Endurance Wealth Management sold 2 Everest Group shares in Q1 2021, an estimated $476.
  • Endurance Wealth Management first reported a position in Everest Group in Q1 2020 and held it in 4 quarters.
  • Endurance Wealth Management's Everest Group position peaked at $0 in Q4 2020.
  • 464 funds tracked by Wall St. Rank held Everest Group as of Q1 2021.

Based on Endurance Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.