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ETrade Capital Management’s Everest Group EG Stock Holding History

ETrade 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
2020
Q3 		$636K Sell
3,218
-165
-5% -$35.3K 0.01% 498
2020
Q2 		$698K Sell
3,383
-566
-14% -$110K 0.01% 465
2020
Q1 		$759K Buy
3,949
+642
+19% +$164K 0.02% 362
2019
Q4 		$915K Sell
3,307
-156
-5% -$41.2K 0.02% 380
2019
Q3 		$922K Buy
3,463
+299
+9% +$75.5K 0.02% 371
2019
Q2 		$782K Sell
3,164
-182
-5% -$43.7K 0.02% 410
2019
Q1 		$723K Buy
3,346
+227
+7% +$49.4K 0.02% 417
2018
Q4 		$679K Sell
3,119
-263
-8% -$57.3K 0.02% 409
2018
Q3 		$773K Buy
3,382
+339
+11% +$75.9K 0.02% 439
2018
Q2 		$701K Buy
3,043
+202
+7% +$47.4K 0.02% 442
2018
Q1 		$730K Buy
2,841
+457
+19% +$110K 0.02% 418
2017
Q4 		$528K Buy
2,384
+1,408
+144% +$317K 0.02% 483
2017
Q3 		$223K Buy
976
+186
+24% +$46.9K 0.01% 652
2017
Q2 		$201K Buy
+790
New +$195K 0.01% 665
2014
Q2 		– Sell
-791
Closed -$121K – 516
2014
Q1 		$121K Buy
791
+237
+43% +$35K 0.01% 411
2013
Q4 		$86K Buy
554
+43
+8% +$6.57K 0.01% 406
2013
Q3 		$74K Buy
511
+335
+190% +$45.4K 0.01% 379
2013
Q2 		$23K Buy
+176
New +$22.8K ﹤0.01% 465

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ETrade Capital Management's EG Position: Q3 2020 in Review

ETrade Capital Management reduced its Everest Group (EG) stake by 4.9% in Q3 2020, selling an estimated $35.3K and leaving 3,218 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #498.

ETrade Capital Management first reported a position in EG in Q2 2013 and has held it in 18 quarters since. The position peaked at $922K in Q3 2019. 433 funds tracked by Wall St. Rank hold EG as of Q3 2020.

  • ETrade Capital Management held 3,218 shares of Everest Group worth $636K as of Q3 2020.
  • ETrade Capital Management sold 165 Everest Group shares in Q3 2020, an estimated $35.3K.
  • Everest Group made up 0.01% of ETrade Capital Management's portfolio in Q3 2020, its #498 holding.
  • ETrade Capital Management first reported a position in Everest Group in Q2 2013 and has held it in 18 quarters since.
  • ETrade Capital Management's Everest Group position peaked at $922K in Q3 2019.
  • 433 funds tracked by Wall St. Rank held Everest Group as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.