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GAM Holding’s Everest Group EG Stock Holding History

GAM Holding’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
Q4 		– Sell
-1,843
Closed -$490K – 624
2019
Q3 		$490K Sell
1,843
-3,352
-65% -$846K 0.02% 584
2019
Q2 		$1.28M Buy
5,195
+2,186
+73% +$525K 0.05% 413
2019
Q1 		$650K Buy
3,009
+39
+1% +$8.49K 0.03% 576
2018
Q4 		$647K Sell
2,970
-485
-14% -$106K 0.03% 473
2018
Q3 		$789K Buy
3,455
+1,371
+66% +$307K 0.03% 546
2018
Q2 		$480K Sell
2,084
-5,697
-73% -$1.34M 0.02% 672
2018
Q1 		$2M Sell
7,781
-1,238
-14% -$297K 0.07% 286
2017
Q4 		$2M Buy
+9,019
New +$2.03M 0.06% 375

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

GAM Holding's EG Position: Q4 2019 in Review

GAM Holding sold out of Everest Group (EG) in Q4 2019, closing a stake of 1,843 shares — an estimated $490K sold.

GAM Holding first reported a position in EG in Q4 2017 and held it in 8 quarters. The position peaked at $2M in Q1 2018. 442 funds tracked by Wall St. Rank hold EG as of Q4 2019.

  • GAM Holding reported no remaining Everest Group position as of Q4 2019 after selling out during the quarter.
  • GAM Holding sold 1,843 Everest Group shares in Q4 2019, an estimated $490K.
  • GAM Holding first reported a position in Everest Group in Q4 2017 and held it in 8 quarters.
  • GAM Holding's Everest Group position peaked at $2M in Q1 2018.
  • 442 funds tracked by Wall St. Rank held Everest Group as of Q4 2019.

Based on GAM Holding's 13F filing for Q4 2019, filed 6 Feb 2020.