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JOYN Advisors’s Everest Group EG Stock Holding History

JOYN Advisors’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
-37
Closed -$8K – 477
2018
Q4 		$8K Buy
37
+12
+48% +$2.61K ﹤0.01% 1060
2018
Q3 		$6K Sell
25
-5
-17% -$1.12K ﹤0.01% 1120
2018
Q2 		$7K Buy
30
+16
+114% +$3.76K ﹤0.01% 1021
2018
Q1 		$4K Buy
+14
New +$3.36K ﹤0.01% 896

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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

JOYN Advisors's EG Position: Q1 2019 in Review

JOYN Advisors sold out of Everest Group (EG) in Q1 2019, closing a stake of 37 shares — an estimated $8K sold.

JOYN Advisors first reported a position in EG in Q1 2018 and held it in 4 quarters. The position peaked at $8K in Q4 2018. 419 funds tracked by Wall St. Rank hold EG as of Q1 2019.

  • JOYN Advisors reported no remaining Everest Group position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 37 Everest Group shares in Q1 2019, an estimated $8K.
  • JOYN Advisors first reported a position in Everest Group in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Everest Group position peaked at $8K in Q4 2018.
  • 419 funds tracked by Wall St. Rank held Everest Group as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.