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Jefferies Group’s Everest Group EG Stock Holding History

Jefferies Group’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
2022
Q3 		– Sell
-1,858
Closed -$521K – 1737
2022
Q2 		$521K Buy
+1,858
New +$525K ﹤0.01% 980
2019
Q2 		– Sell
-16,500
Closed -$3.56M – 2607
2019
Q1 		$3.56M Buy
16,500
+13,511
+452% +$2.94M 0.03% 585
2018
Q4 		$651K Sell
2,989
-2,246
-43% -$489K 0.01% 1363
2018
Q3 		$1.2M Buy
+5,235
New +$1.17M 0.01% 1236
2018
Q2 		– Sell
-2,000
Closed -$514K – 2401
2018
Q1 		$514K Sell
2,000
-8,332
-81% -$2M ﹤0.01% 1497
2017
Q4 		$2.29M Sell
10,332
-12,114
-54% -$2.73M 0.01% 925
2017
Q3 		$5.13M Buy
22,446
+17,474
+351% +$4.4M 0.03% 525
2017
Q2 		$1.27M Buy
4,972
+2,638
+113% +$651K 0.01% 1180
2017
Q1 		$546K Sell
2,334
-10,433
-82% -$2.38M ﹤0.01% 1553
2016
Q4 		$2.76M Buy
12,767
+5,339
+72% +$1.1M 0.02% 805
2016
Q3 		$1.41M Buy
7,428
+339
+5% +$63.7K 0.01% 1102
2016
Q2 		$1.29M Buy
7,089
+2,585
+57% +$475K 0.01% 1060
2016
Q1 		$889K Buy
+4,504
New +$832K 0.01% 1188
2015
Q3 		– Sell
-4,530
Closed -$825K – 2469
2015
Q2 		$825K Sell
4,530
-1,465
-24% -$267K ﹤0.01% 1328
2015
Q1 		$1.04M Buy
5,995
+46
+0.8% +$8.08K 0.01% 1029
2014
Q4 		$1.01M Buy
+5,949
New +$1M 0.01% 973
2014
Q3 		– Sell
-4,328
Closed -$695K – 2192
2014
Q2 		$695K Buy
4,328
+332
+8% +$52.5K 0.01% 1069
2014
Q1 		$612K Buy
+3,996
New +$590K 0.01% 1165

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Group's EG Position: Q3 2022 in Review

Jefferies Group sold out of Everest Group (EG) in Q3 2022, closing a stake of 1,858 shares — an estimated $521K sold.

Jefferies Group first reported a position in EG in Q1 2014 and held it in 18 quarters. The position peaked at $5.13M in Q3 2017. 511 funds tracked by Wall St. Rank hold EG as of Q3 2022.

  • Jefferies Group reported no remaining Everest Group position as of Q3 2022 after selling out during the quarter.
  • Jefferies Group sold 1,858 Everest Group shares in Q3 2022, an estimated $521K.
  • Jefferies Group first reported a position in Everest Group in Q1 2014 and held it in 18 quarters.
  • Jefferies Group's Everest Group position peaked at $5.13M in Q3 2017.
  • 511 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.