Inspire Advisors’s Everest Group EG Stock Holding History

Inspire 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
2021 Q1	–	Sell	-278	Closed	-$65K	–	272
2020 Q4	$65K	Buy	+278	New	+$61.4K	0.02%	205

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Inspire Advisors's EG Position: Q1 2021 in Review

Inspire Advisors sold out of Everest Group (EG) in Q1 2021, closing a stake of 278 shares — an estimated $65K sold.

Inspire Advisors first reported a position in EG in Q4 2020 and held it in 1 quarter. The position peaked at $65K in Q4 2020. 464 funds tracked by Wall St. Rank hold EG as of Q1 2021.

Inspire Advisors reported no remaining Everest Group position as of Q1 2021 after selling out during the quarter.
Inspire Advisors sold 278 Everest Group shares in Q1 2021, an estimated $65K.
Inspire Advisors first reported a position in Everest Group in Q4 2020 and held it in 1 quarter.
Inspire Advisors's Everest Group position peaked at $65K in Q4 2020.
464 funds tracked by Wall St. Rank held Everest Group as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.