JMH
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J.M. Hartwell’s Everest Group EG Stock Holding History

J.M. Hartwell’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
2015
Q3 		– Sell
-2,200
Closed -$400K – 108
2015
Q2 		$400K Hold
2,200
– – 0.09% 86
2015
Q1 		$383K Hold
2,200
– – 0.08% 79
2014
Q4 		$375K Hold
2,200
– – 0.09% 82
2014
Q3 		$356K Hold
2,200
– – 0.08% 85
2014
Q2 		$353K Hold
2,200
– – 0.07% 90
2014
Q1 		$337K Hold
2,200
– – 0.07% 82
2013
Q4 		$343K Hold
2,200
– – 0.07% 83
2013
Q3 		$320K Hold
2,200
– – 0.07% 87
2013
Q2 		$282K Buy
+2,200
New +$285K 0.07% 82

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

J.M. Hartwell's EG Position: Q3 2015 in Review

J.M. Hartwell sold out of Everest Group (EG) in Q3 2015, closing a stake of 2,200 shares — an estimated $400K sold.

J.M. Hartwell first reported a position in EG in Q2 2013 and held it in 9 quarters. The position peaked at $400K in Q2 2015. 375 funds tracked by Wall St. Rank hold EG as of Q3 2015.

  • J.M. Hartwell reported no remaining Everest Group position as of Q3 2015 after selling out during the quarter.
  • J.M. Hartwell sold 2,200 Everest Group shares in Q3 2015, an estimated $400K.
  • J.M. Hartwell first reported a position in Everest Group in Q2 2013 and held it in 9 quarters.
  • J.M. Hartwell's Everest Group position peaked at $400K in Q2 2015.
  • 375 funds tracked by Wall St. Rank held Everest Group as of Q3 2015.

Based on J.M. Hartwell's 13F filing for Q3 2015, filed 22 Oct 2015.