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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 $6.73T AUM 46.02% 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 $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Gargoyle Investment Advisor's EG Position: Q1 2017 in Review

Gargoyle Investment Advisor sold out of Everest Group (EG) in Q1 2017, closing a stake of 12,166 shares — an estimated $2.63M sold.

Gargoyle Investment Advisor first reported a position in EG in Q2 2013 and held it in 7 quarters. The position peaked at $2.66M in Q1 2016. 388 funds tracked by Wall St. Rank hold EG as of Q1 2017.

  • Gargoyle Investment Advisor reported no remaining Everest Group position as of Q1 2017 after selling out during the quarter.
  • Gargoyle Investment Advisor sold 12,166 Everest Group shares in Q1 2017, an estimated $2.63M.
  • Gargoyle Investment Advisor first reported a position in Everest Group in Q2 2013 and held it in 7 quarters.
  • Gargoyle Investment Advisor's Everest Group position peaked at $2.66M in Q1 2016.
  • 388 funds tracked by Wall St. Rank held Everest Group as of Q1 2017.

Based on Gargoyle Investment Advisor's 13F filing for Q1 2017, filed 3 May 2017.