KCS Wealth Advisory’s Everest Group EG Stock Holding History

KCS Wealth 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
2021 Q2	–	Sell	-1,978	Closed	-$490K	–	151
2021 Q1	$490K	Sell	1,978 -1,559	-44%	-$371K	0.25%	103
2020 Q4	$828K	Sell	3,537 -802	-18%	-$177K	0.55%	70
2020 Q3	$857K	Sell	4,339 -46	-1%	-$9.85K	0.68%	61
2020 Q2	$904K	Buy	4,385 +277	+7%	+$53.9K	0.75%	53
2020 Q1	$791K	Buy	4,108 +120	+3%	+$30.6K	0.8%	46
2019 Q4	$1.1M	Buy	3,988 +122	+3%	+$32.2K	0.83%	51
2019 Q3	$1.03M	Buy	3,866 +71	+2%	+$17.9K	0.71%	48
2019 Q2	$938K	Buy	3,795 +118	+3%	+$28.3K	0.74%	55
2019 Q1	$794K	Buy	3,677 +161	+5%	+$35K	0.69%	66
2018 Q4	$766K	Buy	3,516 +104	+3%	+$22.7K	0.81%	48
2018 Q3	$780K	Buy	3,412 +383	+13%	+$85.7K	0.72%	51
2018 Q2	$698K	Buy	3,029 +143	+5%	+$33.6K	0.65%	62
2018 Q1	$741K	Buy	2,886 +460	+19%	+$110K	0.67%	53
2017 Q4	$537K	Buy	+2,426	New	+$547K	0.52%	77

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

KCS Wealth Advisory's EG Position: Q2 2021 in Review

KCS Wealth Advisory sold out of Everest Group (EG) in Q2 2021, closing a stake of 1,978 shares — an estimated $490K sold.

KCS Wealth Advisory first reported a position in EG in Q4 2017 and held it in 14 quarters. The position peaked at $1.1M in Q4 2019. 454 funds tracked by Wall St. Rank hold EG as of Q2 2021.

KCS Wealth Advisory reported no remaining Everest Group position as of Q2 2021 after selling out during the quarter.
KCS Wealth Advisory sold 1,978 Everest Group shares in Q2 2021, an estimated $490K.
KCS Wealth Advisory first reported a position in Everest Group in Q4 2017 and held it in 14 quarters.
KCS Wealth Advisory's Everest Group position peaked at $1.1M in Q4 2019.
454 funds tracked by Wall St. Rank held Everest Group as of Q2 2021.

Based on KCS Wealth Advisory's 13F filing for Q2 2021, filed 27 Jul 2021.