JIP
EG icon

Jaffetilchin Investment Partners’s Everest Group EG Stock Holding History

Jaffetilchin Investment Partners’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
-1,667
Closed -$428K – 313
2018
Q1 		$428K Buy
+1,667
New +$400K 0.1% 185
2014
Q3 		– Sell
-2,236
Closed -$359K – 213
2014
Q2 		$359K Sell
2,236
-27
-1% -$4.27K 0.13% 154
2014
Q1 		$346K Buy
+2,263
New +$334K 0.14% 122

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
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

Jaffetilchin Investment Partners's EG Position: Q2 2018 in Review

Jaffetilchin Investment Partners sold out of Everest Group (EG) in Q2 2018, closing a stake of 1,667 shares — an estimated $428K sold.

Jaffetilchin Investment Partners first reported a position in EG in Q1 2014 and held it in 3 quarters. The position peaked at $428K in Q1 2018. 440 funds tracked by Wall St. Rank hold EG as of Q2 2018.

  • Jaffetilchin Investment Partners reported no remaining Everest Group position as of Q2 2018 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,667 Everest Group shares in Q2 2018, an estimated $428K.
  • Jaffetilchin Investment Partners first reported a position in Everest Group in Q1 2014 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Everest Group position peaked at $428K in Q1 2018.
  • 440 funds tracked by Wall St. Rank held Everest Group as of Q2 2018.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2018, filed 1 Aug 2018.