GF
EG icon

Gerstein Fisher’s Everest Group EG Stock Holding History

Gerstein Fisher’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
2016
Q3 		$603K Buy
3,175
+4
+0.1% +$752 0.07% 223
2016
Q2 		$579K Sell
3,171
-224
-7% -$41.2K 0.08% 214
2016
Q1 		$670K Sell
3,395
-788
-19% -$146K 0.09% 185
2015
Q4 		$766K Sell
4,183
-477
-10% -$86.7K 0.11% 168
2015
Q3 		$808K Buy
4,660
+40
+0.9% +$7.24K 0.12% 154
2015
Q2 		$841K Buy
4,620
+768
+20% +$140K 0.14% 156
2015
Q1 		$670K Buy
3,852
+490
+15% +$86.1K 0.11% 182
2014
Q4 		$573K Sell
3,362
-28
-0.8% -$4.73K 0.09% 195
2014
Q3 		$549K Buy
3,390
+581
+21% +$94.1K 0.1% 193
2014
Q2 		$451K Buy
2,809
+223
+9% +$35.3K 0.09% 192
2014
Q1 		$396K Sell
2,586
-898
-26% -$133K 0.08% 204
2013
Q4 		$544K Buy
+3,484
New +$532K 0.02% 375

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Gerstein Fisher's EG Position: Q3 2016 in Review

Gerstein Fisher increased its Everest Group (EG) stake by 0.13% in Q3 2016, buying an estimated $752 and bringing the position to 3,175 shares worth $603K. The position accounts for 0.07% of the portfolio, ranked #223.

Gerstein Fisher first reported a position in EG in Q4 2013 and has held it in 12 quarters since. The position peaked at $841K in Q2 2015. 377 funds tracked by Wall St. Rank hold EG as of Q3 2016.

  • Gerstein Fisher held 3,175 shares of Everest Group worth $603K as of Q3 2016.
  • Gerstein Fisher bought 4 Everest Group shares in Q3 2016, an estimated $752.
  • Everest Group made up 0.07% of Gerstein Fisher's portfolio in Q3 2016, its #223 holding.
  • Gerstein Fisher first reported a position in Everest Group in Q4 2013 and has held it in 12 quarters since.
  • Gerstein Fisher's Everest Group position peaked at $841K in Q2 2015.
  • 377 funds tracked by Wall St. Rank held Everest Group as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.