HCC
EG icon

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return