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FormulaFolio Investments’s Everest Group EG Stock Holding History

FormulaFolio Investments’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
-1,294
Closed -$320K – 346
2019
Q2 		$320K Buy
+1,294
New +$310K 0.01% 263
2017
Q4 		– Sell
-2,843
Closed -$649K – 254
2017
Q3 		$649K Buy
+2,843
New +$717K 0.05% 111

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

FormulaFolio Investments's EG Position: Q3 2019 in Review

FormulaFolio Investments sold out of Everest Group (EG) in Q3 2019, closing a stake of 1,294 shares — an estimated $320K sold.

FormulaFolio Investments first reported a position in EG in Q3 2017 and held it in 2 quarters. The position peaked at $649K in Q3 2017. 436 funds tracked by Wall St. Rank hold EG as of Q3 2019.

  • FormulaFolio Investments reported no remaining Everest Group position as of Q3 2019 after selling out during the quarter.
  • FormulaFolio Investments sold 1,294 Everest Group shares in Q3 2019, an estimated $320K.
  • FormulaFolio Investments first reported a position in Everest Group in Q3 2017 and held it in 2 quarters.
  • FormulaFolio Investments's Everest Group position peaked at $649K in Q3 2017.
  • 436 funds tracked by Wall St. Rank held Everest Group as of Q3 2019.

Based on FormulaFolio Investments's 13F filing for Q3 2019, filed 23 Oct 2019.