EWM
EG icon

Evercore Wealth Management’s Everest Group EG Stock Holding History

Evercore 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
2016
Q3 		– Sell
-217
Closed -$40K – 1029
2016
Q2 		$40K Sell
217
-384
-64% -$70.6K ﹤0.01% 619
2016
Q1 		$119K Sell
601
-243
-29% -$44.9K 0.01% 425
2015
Q4 		$155K Buy
+844
New +$153K 0.01% 420
2014
Q3 		– Sell
-8
Closed -$1K – 946
2014
Q2 		$1K Buy
+8
New +$1.27K ﹤0.01% 989

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Evercore Wealth Management's EG Position: Q3 2016 in Review

Evercore Wealth Management sold out of Everest Group (EG) in Q3 2016, closing a stake of 217 shares — an estimated $40K sold.

Evercore Wealth Management first reported a position in EG in Q2 2014 and held it in 4 quarters. The position peaked at $155K in Q4 2015. 377 funds tracked by Wall St. Rank hold EG as of Q3 2016.

  • Evercore Wealth Management reported no remaining Everest Group position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 217 Everest Group shares in Q3 2016, an estimated $40K.
  • Evercore Wealth Management first reported a position in Everest Group in Q2 2014 and held it in 4 quarters.
  • Evercore Wealth Management's Everest Group position peaked at $155K in Q4 2015.
  • 377 funds tracked by Wall St. Rank held Everest Group as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.