KFA
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Kays Financial Advisory’s Everest Group EG Stock Holding History

Kays Financial 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
2020
Q3 		$1.54M Buy
7,821
+282
+4% +$60.4K 0.25% 53
2020
Q2 		$1.55M Buy
7,539
+283
+4% +$55.1K 0.27% 51
2020
Q1 		$1.4M Buy
7,256
+507
+8% +$129K 0.29% 46
2019
Q4 		$1.87M Buy
6,749
+342
+5% +$90.2K 0.33% 47
2019
Q3 		$1.71M Sell
6,407
-88
-1% -$22.2K 0.31% 45
2019
Q2 		$1.6M Buy
6,495
+81
+1% +$19.4K 0.3% 48
2019
Q1 		$1.39M Buy
6,414
+335
+6% +$72.9K 0.27% 52
2018
Q4 		$1.32M Buy
6,079
+459
+8% +$100K 0.3% 56
2018
Q3 		$1.28M Sell
5,620
-40
-0.7% -$8.95K 0.27% 55
2018
Q2 		$1.3M Buy
5,660
+157
+3% +$36.9K 0.29% 51
2018
Q1 		$1.41M Buy
5,503
+177
+3% +$42.5K 0.32% 44
2017
Q4 		$1.18M Buy
5,326
+30
+0.6% +$6.76K 0.34% 46
2017
Q3 		$1.21M Buy
5,296
+28
+0.5% +$7.06K 0.39% 40
2017
Q2 		$1.34M Buy
5,268
+135
+3% +$33.3K 0.45% 35
2017
Q1 		$1.2M Buy
5,133
+500
+11% +$114K 0.43% 36
2016
Q4 		$1M Buy
4,633
+282
+6% +$58.1K 0.39% 39
2016
Q3 		$827K Buy
4,351
+571
+15% +$107K 0.35% 40
2016
Q2 		$690K Buy
3,780
+628
+20% +$115K 0.31% 44
2016
Q1 		$622K Buy
3,152
+89
+3% +$16.4K 0.31% 41
2015
Q4 		$561K Buy
3,063
+348
+13% +$63.2K 0.29% 40
2015
Q3 		$471K Buy
+2,715
New +$491K 0.27% 46

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return