First Interstate Bank’s Everest Group EG Stock Holding History

First Interstate Bank’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 Q3	–	Sell	-359	Closed	-$89K	–	620
2019 Q2	$89K	Buy	359 +128	+55%	+$30.7K	0.02%	284
2019 Q1	$50K	Hold	231	–	–	0.01%	358
2018 Q4	$50K	Buy	+231	New	+$50.3K	0.01%	341
2016 Q2	–	Sell	-403	Closed	-$80K	–	743
2016 Q1	$80K	Sell	403 -72	-15%	-$13.3K	0.02%	291
2015 Q4	$87K	Hold	475	–	–	0.02%	295
2015 Q3	$82K	Buy	+475	New	+$85.9K	0.02%	291

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

First Interstate Bank's EG Position: Q3 2019 in Review

First Interstate Bank sold out of Everest Group (EG) in Q3 2019, closing a stake of 359 shares — an estimated $89K sold.

First Interstate Bank first reported a position in EG in Q3 2015 and held it in 6 quarters. The position peaked at $89K in Q2 2019. 437 funds tracked by Wall St. Rank hold EG as of Q3 2019.

First Interstate Bank reported no remaining Everest Group position as of Q3 2019 after selling out during the quarter.
First Interstate Bank sold 359 Everest Group shares in Q3 2019, an estimated $89K.
First Interstate Bank first reported a position in Everest Group in Q3 2015 and held it in 6 quarters.
First Interstate Bank's Everest Group position peaked at $89K in Q2 2019.
437 funds tracked by Wall St. Rank held Everest Group as of Q3 2019.

Based on First Interstate Bank's 13F filing for Q3 2019, filed 30 Oct 2019.