Hirtle Callaghan & Co’s Everest Group EG Stock Holding History

Hirtle Callaghan & Co’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
2017 Q4	–	Sell	-88	Closed	-$20K	–	176
2017 Q3	$20K	Hold	88	–	–	﹤0.01%	153
2017 Q2	$22K	Sell	88 -22	-20%	-$5.43K	﹤0.01%	127
2017 Q1	$26K	Hold	110	–	–	﹤0.01%	127
2016 Q4	$24K	Sell	110 -528	-83%	-$109K	﹤0.01%	105
2016 Q3	$121K	Hold	638	–	–	0.03%	108
2016 Q2	$117K	Sell	638 -275	-30%	-$50.5K	0.02%	98
2016 Q1	$181K	Sell	913 -61	-6%	-$11.3K	0.03%	94
2015 Q4	$178K	Hold	974	–	–	0.04%	64
2015 Q3	$170K	Hold	974	–	–	0.03%	88
2015 Q2	$177K	Buy	+974	New	+$177K	0.06%	91
2013 Q4	–	Sell	-6	Closed	-$1K	–	626
2013 Q3	$1K	Buy	+6	New	+$813	﹤0.01%	580

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Hirtle Callaghan & Co's EG Position: Q4 2017 in Review

Hirtle Callaghan & Co sold out of Everest Group (EG) in Q4 2017, closing a stake of 88 shares — an estimated $20K sold.

Hirtle Callaghan & Co first reported a position in EG in Q3 2013 and held it in 11 quarters. The position peaked at $181K in Q1 2016. 437 funds tracked by Wall St. Rank hold EG as of Q4 2017.

Hirtle Callaghan & Co reported no remaining Everest Group position as of Q4 2017 after selling out during the quarter.
Hirtle Callaghan & Co sold 88 Everest Group shares in Q4 2017, an estimated $20K.
Hirtle Callaghan & Co first reported a position in Everest Group in Q3 2013 and held it in 11 quarters.
Hirtle Callaghan & Co's Everest Group position peaked at $181K in Q1 2016.
437 funds tracked by Wall St. Rank held Everest Group as of Q4 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2017, filed 17 Jan 2018.