GIA
EG icon

Gargoyle Investment Advisor’s Everest Group EG Stock Holding History

Gargoyle Investment Advisor’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
2017
Q1 		– Sell
-12,166
Closed -$2.63M – 195
2016
Q4 		$2.63M Sell
12,166
-1,300
-10% -$268K 1.03% 36
2016
Q3 		$2.56M Hold
13,466
– – 0.97% 41
2016
Q2 		$2.46M Hold
13,466
– – 0.92% 37
2016
Q1 		$2.66M Buy
13,466
+3,300
+32% +$610K 0.9% 21
2015
Q4 		$1.86M Buy
10,166
+43
+0.4% +$7.81K 0.76% 64
2015
Q3 		$1.75M Buy
+10,123
New +$1.83M 0.72% 65
2013
Q3 		– Sell
-4,087
Closed -$524K – 108
2013
Q2 		$524K Buy
+4,087
New +$529K 0.26% 84

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return