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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 0.29% 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 $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kays Financial Advisory's EG Position: Q3 2020 in Review

Kays Financial Advisory increased its Everest Group (EG) stake by 3.7% in Q3 2020, buying an estimated $60.4K and bringing the position to 7,821 shares worth $1.54M. The position accounts for 0.25% of the portfolio, ranked #53.

Kays Financial Advisory first reported a position in EG in Q3 2015 and has held it in 21 quarters since. The position peaked at $1.87M in Q4 2019. 433 funds tracked by Wall St. Rank hold EG as of Q3 2020.

  • Kays Financial Advisory held 7,821 shares of Everest Group worth $1.54M as of Q3 2020.
  • Kays Financial Advisory bought 282 Everest Group shares in Q3 2020, an estimated $60.4K.
  • Everest Group made up 0.25% of Kays Financial Advisory's portfolio in Q3 2020, its #53 holding.
  • Kays Financial Advisory first reported a position in Everest Group in Q3 2015 and has held it in 21 quarters since.
  • Kays Financial Advisory's Everest Group position peaked at $1.87M in Q4 2019.
  • 433 funds tracked by Wall St. Rank held Everest Group as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.