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Hershey Trust Company’s Everest Group EG Stock Holding History

Hershey Trust Company’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
2013
Q3 		– Sell
-11,120
Closed -$1.43M – 26
2013
Q2 		$1.43M Buy
+11,120
New +$1.44M 0.02% 44

Other funds holding EG

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Hershey Trust Company's EG Position: Q3 2013 in Review

Hershey Trust Company sold out of Everest Group (EG) in Q3 2013, closing a stake of 11,120 shares — an estimated $1.43M sold.

Hershey Trust Company first reported a position in EG in Q2 2013 and held it in 1 quarter. The position peaked at $1.43M in Q2 2013. 333 funds tracked by Wall St. Rank hold EG as of Q3 2013.

  • Hershey Trust Company reported no remaining Everest Group position as of Q3 2013 after selling out during the quarter.
  • Hershey Trust Company sold 11,120 Everest Group shares in Q3 2013, an estimated $1.43M.
  • Hershey Trust Company first reported a position in Everest Group in Q2 2013 and held it in 1 quarter.
  • Hershey Trust Company's Everest Group position peaked at $1.43M in Q2 2013.
  • 333 funds tracked by Wall St. Rank held Everest Group as of Q3 2013.

Based on Hershey Trust Company's 13F filing for Q3 2013, filed 21 Oct 2013.