IR
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Invictus RG’s Everest Group EG Stock Holding History

Invictus RG’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
2018
Q2 		– Sell
-1,445
Closed -$371K – 240
2018
Q1 		$371K Buy
1,445
+48
+3% +$11.5K 0.25% 95
2017
Q4 		$309K Buy
+1,397
New +$315K 0.33% 136
2017
Q3 		– Sell
-1,760
Closed -$448K – 555
2017
Q2 		$448K Sell
1,760
-1,337
-43% -$330K 0.33% 88
2017
Q1 		$724K Buy
+3,097
New +$707K 0.49% 7

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Boston Partners
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return