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Kaizen Advisory’s Everest Group EG Stock Holding History

Kaizen Advisory’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
Q4 		$25K Buy
113
+16
+16% +$3.48K 0.02% 467
2018
Q3 		$22K Hold
97
– – 0.01% 505
2018
Q2 		$22K Buy
97
+57
+143% +$13.4K 0.01% 508
2018
Q1 		$10K Hold
40
– – 0.01% 480
2017
Q4 		$9K Buy
+40
New +$9.02K 0.01% 497

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

Kaizen Advisory's EG Position: Q4 2018 in Review

Kaizen Advisory increased its Everest Group (EG) stake by 16% in Q4 2018, buying an estimated $3.48K and bringing the position to 113 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #467.

Kaizen Advisory first reported a position in EG in Q4 2017 and has held it in 5 quarters since. 424 funds tracked by Wall St. Rank hold EG as of Q4 2018.

  • Kaizen Advisory held 113 shares of Everest Group worth $25K as of Q4 2018.
  • Kaizen Advisory bought 16 Everest Group shares in Q4 2018, an estimated $3.48K.
  • Everest Group made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #467 holding.
  • Kaizen Advisory first reported a position in Everest Group in Q4 2017 and has held it in 5 quarters since.
  • 424 funds tracked by Wall St. Rank held Everest Group as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.