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Kiwi Wealth Investments Limited Partnership’s Everest Group EG Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2017
Q3 		– Sell
-9,329
Closed -$2.38M – 138
2017
Q2 		$2.38M Sell
9,329
-2,592
-22% -$640K 0.22% 81
2017
Q1 		$2.79M Sell
11,921
-336
-3% -$76.7K 0.23% 84
2016
Q4 		$2.65M Sell
12,257
-5,304
-30% -$1.09M 0.23% 78
2016
Q3 		$3.34M Sell
17,561
-340
-2% -$63.9K 0.29% 74
2016
Q2 		$3.27M Buy
+17,901
New +$3.29M 0.32% 83

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's EG Position: Q3 2017 in Review

Kiwi Wealth Investments Limited Partnership sold out of Everest Group (EG) in Q3 2017, closing a stake of 9,329 shares — an estimated $2.38M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EG in Q2 2016 and held it in 5 quarters. The position peaked at $3.34M in Q3 2016. 441 funds tracked by Wall St. Rank hold EG as of Q3 2017.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Everest Group position as of Q3 2017 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 9,329 Everest Group shares in Q3 2017, an estimated $2.38M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Everest Group in Q2 2016 and held it in 5 quarters.
  • Kiwi Wealth Investments Limited Partnership's Everest Group position peaked at $3.34M in Q3 2016.
  • 441 funds tracked by Wall St. Rank held Everest Group as of Q3 2017.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2017, filed 7 Nov 2017.