Gideon Capital Advisors’s Everest Group EG Stock Holding History

Gideon Capital Advisors’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 Q3	–	Sell	-1,926	Closed	-$476K	–	320
2019 Q2	$476K	Sell	1,926 -892	-32%	-$214K	0.16%	181
2019 Q1	$609K	Buy	2,818 +1,575	+127%	+$343K	0.22%	124
2018 Q4	$271K	Buy	+1,243	New	+$271K	0.11%	283
2017 Q4	–	Sell	-1,030	Closed	-$235K	–	321
2017 Q3	$235K	Buy	+1,030	New	+$260K	0.23%	217
2017 Q1	–	Sell	-2,761	Closed	-$598K	–	427
2016 Q4	$598K	Buy	+2,761	New	+$569K	0.38%	56
2015 Q4	–	Sell	-2,601	Closed	-$451K	–	215
2015 Q3	$451K	Buy	+2,601	New	+$471K	0.26%	126
2015 Q2	–	Sell	-9,857	Closed	-$1.72M	–	257
2015 Q1	$1.72M	Buy	9,857 +2,344	+31%	+$412K	0.69%	48
2014 Q4	$1.28M	Buy	+7,513	New	+$1.27M	0.6%	55
2014 Q3	–	Sell	-1,298	Closed	-$208K	–	292
2014 Q2	$208K	Sell	1,298 -2,430	-65%	-$385K	0.08%	229
2014 Q1	$571K	Buy	3,728 +1,620	+77%	+$239K	0.32%	108
2013 Q4	$329K	Buy	+2,108	New	+$322K	0.2%	136

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Gideon Capital Advisors's EG Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Everest Group (EG) in Q3 2019, closing a stake of 1,926 shares — an estimated $476K sold.

Gideon Capital Advisors first reported a position in EG in Q4 2013 and held it in 11 quarters. The position peaked at $1.72M in Q1 2015. 437 funds tracked by Wall St. Rank hold EG as of Q3 2019.

Gideon Capital Advisors reported no remaining Everest Group position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 1,926 Everest Group shares in Q3 2019, an estimated $476K.
Gideon Capital Advisors first reported a position in Everest Group in Q4 2013 and held it in 11 quarters.
Gideon Capital Advisors's Everest Group position peaked at $1.72M in Q1 2015.
437 funds tracked by Wall St. Rank held Everest Group as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.