Gemmer Asset Management’s Everest Group EG Stock Holding History

Gemmer Asset Management’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
2022 Q2	–	Sell	-90	Closed	-$27K	–	393
2022 Q1	$27K	Hold	90	–	–	﹤0.01%	416
2021 Q4	$25K	Hold	90	–	–	﹤0.01%	442
2021 Q3	$23K	Hold	90	–	–	﹤0.01%	434
2021 Q2	$23K	Buy	90 +14	+18%	+$3.64K	﹤0.01%	492
2021 Q1	$19K	Hold	76	–	–	﹤0.01%	522
2020 Q4	$18K	Hold	76	–	–	﹤0.01%	481
2020 Q3	$15K	Hold	76	–	–	﹤0.01%	461
2020 Q2	$16K	Hold	76	–	–	﹤0.01%	442
2020 Q1	$15K	Hold	76	–	–	﹤0.01%	407
2019 Q4	$21K	Hold	76	–	–	﹤0.01%	387
2019 Q3	$20K	Hold	76	–	–	0.01%	396
2019 Q2	$19K	Hold	76	–	–	0.01%	401
2019 Q1	$16K	Hold	76	–	–	﹤0.01%	485
2018 Q4	$17K	Hold	76	–	–	0.01%	407
2018 Q3	$17K	Sell	76 -44	-37%	-$9.85K	0.01%	458
2018 Q2	$28K	Hold	120	–	–	0.01%	294
2018 Q1	$31K	Hold	120	–	–	0.01%	266
2017 Q4	$27K	Hold	120	–	–	0.01%	318
2017 Q3	$27K	Hold	120	–	–	0.01%	290
2017 Q2	$31K	Hold	120	–	–	0.01%	254
2017 Q1	$28K	Hold	120	–	–	0.01%	259
2016 Q4	$26K	Hold	120	–	–	0.01%	256
2016 Q3	$23K	Hold	120	–	–	0.01%	289
2016 Q2	$22K	Hold	120	–	–	0.01%	275
2016 Q1	$23K	Hold	120	–	–	0.01%	273
2015 Q4	$22K	Hold	120	–	–	0.01%	278
2015 Q3	$21K	Hold	120	–	–	0.01%	305
2015 Q2	$22K	Hold	120	–	–	0.01%	298
2015 Q1	$21K	Hold	120	–	–	0.01%	331
2014 Q4	$20K	Hold	120	–	–	0.01%	319
2014 Q3	$19K	Hold	120	–	–	0.01%	322
2014 Q2	$19K	Hold	120	–	–	0.01%	319
2014 Q1	$18K	Buy	+120	New	+$17.7K	0.01%	321

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

CIP

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gemmer Asset Management's EG Position: Q2 2022 in Review

Gemmer Asset Management sold out of Everest Group (EG) in Q2 2022, closing a stake of 90 shares — an estimated $27K sold.

Gemmer Asset Management first reported a position in EG in Q1 2014 and held it in 33 quarters. The position peaked at $31K in Q1 2018. 530 funds tracked by Wall St. Rank hold EG as of Q2 2022.

Gemmer Asset Management reported no remaining Everest Group position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 90 Everest Group shares in Q2 2022, an estimated $27K.
Gemmer Asset Management first reported a position in Everest Group in Q1 2014 and held it in 33 quarters.
Gemmer Asset Management's Everest Group position peaked at $31K in Q1 2018.
530 funds tracked by Wall St. Rank held Everest Group as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.