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Ladenburg Thalmann Financial Services’s Everest Group EG Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$1.02M Sell
3,668
-46
-1% -$12.1K 0.01% 1272
2019
Q3 		$989K Buy
3,714
+21
+0.6% +$5.3K 0.01% 1253
2019
Q2 		$918K Sell
3,693
-9
-0.2% -$2.16K 0.01% 1287
2019
Q1 		$805K Sell
3,702
-230
-6% -$50.1K 0.01% 1322
2018
Q4 		$854K Buy
3,932
+1,534
+64% +$334K 0.01% 1148
2018
Q3 		$542K Sell
2,398
-66
-3% -$14.8K ﹤0.01% 1538
2018
Q2 		$631K Hold
2,464
– – 0.01% 1389
2018
Q1 		$631K Buy
2,464
+29
+1% +$6.96K 0.01% 1389
2017
Q4 		$536K Sell
2,435
-140
-5% -$31.6K 0.01% 1494
2017
Q3 		$589K Sell
2,575
-655
-20% -$165K 0.01% 1346
2017
Q2 		$822K Buy
3,230
+953
+42% +$235K 0.01% 1066
2017
Q1 		$533K Buy
2,277
+340
+18% +$77.6K 0.01% 1290
2016
Q4 		$421K Buy
1,937
+687
+55% +$142K 0.01% 1371
2016
Q3 		$236K Sell
1,250
-24
-2% -$4.51K ﹤0.01% 1645
2016
Q2 		$233K Sell
1,274
-277
-18% -$50.9K ﹤0.01% 1582
2016
Q1 		$307K Buy
1,551
+164
+12% +$30.3K 0.01% 1325
2015
Q4 		$253K Buy
1,387
+482
+53% +$87.6K ﹤0.01% 1422
2015
Q3 		$156K Sell
905
-461
-34% -$83.4K ﹤0.01% 1663
2015
Q2 		$250K Buy
1,366
+381
+39% +$69.3K ﹤0.01% 1443
2015
Q1 		$172K Buy
985
+560
+132% +$98.4K ﹤0.01% 1679
2014
Q4 		$77K Buy
425
+70
+20% +$11.8K ﹤0.01% 2068
2014
Q3 		$58K Sell
355
-27
-7% -$4.37K ﹤0.01% 1935
2014
Q2 		$61K Buy
382
+146
+62% +$23.1K ﹤0.01% 1917
2014
Q1 		$36K Sell
236
-29
-11% -$4.28K ﹤0.01% 2178
2013
Q4 		$40K Buy
265
+4
+2% +$611 ﹤0.01% 2063
2013
Q3 		$41K Buy
261
+5
+2% +$678 ﹤0.01% 1944
2013
Q2 		$33K Buy
+256
New +$33.1K ﹤0.01% 2006

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 $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Everest Group (EG) stake by 1.2% in Q4 2019, selling an estimated $12.1K and leaving 3,668 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1272.

Ladenburg Thalmann Financial Services first reported a position in EG in Q2 2013 and has held it in 27 quarters since. 443 funds tracked by Wall St. Rank hold EG as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,668 shares of Everest Group worth $1.02M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 46 Everest Group shares in Q4 2019, an estimated $12.1K.
  • Everest Group made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1272 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Everest Group in Q2 2013 and has held it in 27 quarters since.
  • 443 funds tracked by Wall St. Rank held Everest Group as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.