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James Investment Research’s Everest Group EG Stock Holding History

James Investment Research’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
2019
Q1 		– Sell
-4,800
Closed -$1.04M – 843
2018
Q4 		$1.04M Buy
+4,800
New +$1.05M 0.07% 330
2017
Q4 		– Sell
-7,881
Closed -$1.8M – 790
2017
Q3 		$1.8M Buy
7,881
+503
+7% +$127K 0.06% 314
2017
Q2 		$1.88M Buy
7,378
+5,377
+269% +$1.33M 0.06% 221
2017
Q1 		$468K Buy
+2,001
New +$457K 0.01% 338

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

James Investment Research's EG Position: Q1 2019 in Review

James Investment Research sold out of Everest Group (EG) in Q1 2019, closing a stake of 4,800 shares — an estimated $1.04M sold.

James Investment Research first reported a position in EG in Q1 2017 and held it in 4 quarters. The position peaked at $1.88M in Q2 2017. 420 funds tracked by Wall St. Rank hold EG as of Q1 2019.

  • James Investment Research reported no remaining Everest Group position as of Q1 2019 after selling out during the quarter.
  • James Investment Research sold 4,800 Everest Group shares in Q1 2019, an estimated $1.04M.
  • James Investment Research first reported a position in Everest Group in Q1 2017 and held it in 4 quarters.
  • James Investment Research's Everest Group position peaked at $1.88M in Q2 2017.
  • 420 funds tracked by Wall St. Rank held Everest Group as of Q1 2019.

Based on James Investment Research's 13F filing for Q1 2019, filed 26 Apr 2019.