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HC Financial Advisors’s Everest Group EG Stock Holding History

HC Financial 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
2020
Q4 		– Sell
-97
Closed -$19K – 359
2020
Q3 		$19K Buy
+97
New +$20.8K 0.01% 187

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

HC Financial Advisors's EG Position: Q4 2020 in Review

HC Financial Advisors sold out of Everest Group (EG) in Q4 2020, closing a stake of 97 shares — an estimated $19K sold.

HC Financial Advisors first reported a position in EG in Q3 2020 and held it in 1 quarter. The position peaked at $19K in Q3 2020. 439 funds tracked by Wall St. Rank hold EG as of Q4 2020.

  • HC Financial Advisors reported no remaining Everest Group position as of Q4 2020 after selling out during the quarter.
  • HC Financial Advisors sold 97 Everest Group shares in Q4 2020, an estimated $19K.
  • HC Financial Advisors first reported a position in Everest Group in Q3 2020 and held it in 1 quarter.
  • HC Financial Advisors's Everest Group position peaked at $19K in Q3 2020.
  • 439 funds tracked by Wall St. Rank held Everest Group as of Q4 2020.

Based on HC Financial Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.