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IBM Retirement Fund’s Everest Group EG Stock Holding History

IBM Retirement Fund’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
2021
Q4 		– Sell
-1,107
Closed -$278K – 604
2021
Q3 		$278K Hold
1,107
– – 0.02% 601
2021
Q2 		$279K Sell
1,107
-218
-16% -$56.7K 0.02% 610
2021
Q1 		$328K Sell
1,325
-128
-9% -$30.5K 0.02% 582
2020
Q4 		$340K Buy
1,453
+170
+13% +$37.5K 0.02% 562
2020
Q3 		$253K Buy
+1,283
New +$275K 0.02% 574
2018
Q2 		– Sell
-893
Closed -$229K – 493
2018
Q1 		$229K Buy
+893
New +$214K 0.04% 468
2017
Q1 		– Sell
-3,325
Closed -$720K – 465
2016
Q4 		$720K Sell
3,325
-574
-15% -$118K 0.03% 453
2016
Q3 		$741K Sell
3,899
-335
-8% -$63K 0.04% 485
2016
Q2 		$773K Sell
4,234
-188
-4% -$34.6K 0.03% 493
2016
Q1 		$873K Sell
4,422
-7,085
-62% -$1.31M 0.03% 457
2015
Q4 		$2.11M Buy
+11,507
New +$2.09M 0.04% 471
2015
Q3 		– Sell
-10,882
Closed -$1.98M – 953
2015
Q2 		$1.98M Sell
10,882
-499
-4% -$90.8K 0.04% 504
2015
Q1 		$1.98M Hold
11,381
– – 0.04% 501
2014
Q4 		$1.94M Buy
11,381
+1,600
+16% +$270K 0.04% 493
2014
Q3 		$1.58M Sell
9,781
-1,993
-17% -$323K 0.03% 501
2014
Q2 		$1.88M Sell
11,774
-681
-5% -$108K 0.04% 505
2014
Q1 		$1.9M Sell
12,455
-6,829
-35% -$1.01M 0.04% 491
2013
Q4 		$3.01M Sell
19,284
-1,300
-6% -$199K 0.04% 481
2013
Q3 		$2.99M Sell
20,584
-3,193
-13% -$433K 0.04% 471
2013
Q2 		$3.05M Buy
+23,777
New +$3.08M 0.04% 486

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

IBM Retirement Fund's EG Position: Q4 2021 in Review

IBM Retirement Fund sold out of Everest Group (EG) in Q4 2021, closing a stake of 1,107 shares — an estimated $278K sold.

IBM Retirement Fund first reported a position in EG in Q2 2013 and held it in 20 quarters. The position peaked at $3.05M in Q2 2013. 479 funds tracked by Wall St. Rank hold EG as of Q4 2021.

  • IBM Retirement Fund reported no remaining Everest Group position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 1,107 Everest Group shares in Q4 2021, an estimated $278K.
  • IBM Retirement Fund first reported a position in Everest Group in Q2 2013 and held it in 20 quarters.
  • IBM Retirement Fund's Everest Group position peaked at $3.05M in Q2 2013.
  • 479 funds tracked by Wall St. Rank held Everest Group as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.