EWM
EG icon

Executive Wealth Management’s Everest Group EG Stock Holding History

Executive 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
2019
Q1 		– Sell
-6
Closed -$1K – 850
2018
Q4 		$1K Buy
+6
New +$1.31K ﹤0.01% 813

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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Executive Wealth Management's EG Position: Q1 2019 in Review

Executive Wealth Management sold out of Everest Group (EG) in Q1 2019, closing a stake of 6 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in EG in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 419 funds tracked by Wall St. Rank hold EG as of Q1 2019.

  • Executive Wealth Management reported no remaining Everest Group position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 6 Everest Group shares in Q1 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in Everest Group in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's Everest Group position peaked at $1K in Q4 2018.
  • 419 funds tracked by Wall St. Rank held Everest Group as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.