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Kerrisdale Advisers’s Everest Group EG Stock Holding History

Kerrisdale Advisers’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
2015
Q1 		– Sell
-35,192
Closed -$5.99M – 30
2014
Q4 		$5.99M Sell
35,192
-5,625
-14% -$949K 2.99% 12
2014
Q3 		$6.61M Buy
40,817
+5,731
+16% +$928K 3.42% 13
2014
Q2 		$5.63M Sell
35,086
-5,096
-13% -$806K 2.68% 17
2014
Q1 		$6.15M Sell
40,182
-22,854
-36% -$3.38M 3.02% 12
2013
Q4 		$9.7M Buy
63,036
+11,874
+23% +$1.81M 4.28% 7
2013
Q3 		$7.44M Buy
+51,162
New +$6.93M 3.46% 10

Other funds holding EG

SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kerrisdale Advisers's EG Position: Q1 2015 in Review

Kerrisdale Advisers sold out of Everest Group (EG) in Q1 2015, closing a stake of 35,192 shares — an estimated $5.99M sold.

Kerrisdale Advisers first reported a position in EG in Q3 2013 and held it in 6 quarters. The position peaked at $9.7M in Q4 2013. 392 funds tracked by Wall St. Rank hold EG as of Q1 2015.

  • Kerrisdale Advisers reported no remaining Everest Group position as of Q1 2015 after selling out during the quarter.
  • Kerrisdale Advisers sold 35,192 Everest Group shares in Q1 2015, an estimated $5.99M.
  • Kerrisdale Advisers first reported a position in Everest Group in Q3 2013 and held it in 6 quarters.
  • Kerrisdale Advisers's Everest Group position peaked at $9.7M in Q4 2013.
  • 392 funds tracked by Wall St. Rank held Everest Group as of Q1 2015.

Based on Kerrisdale Advisers's 13F filing for Q1 2015, filed 15 May 2015.