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Legacy Capital Partners’s Everest Group EG Stock Holding History

Legacy Capital Partners’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
2022
Q1 		$809K Hold
2,683
– – 0.27% 80
2021
Q4 		$735K Sell
2,683
-400
-13% -$108K 0.24% 87
2021
Q3 		$773K Sell
3,083
-650
-17% -$167K 0.28% 83
2021
Q2 		$941K Sell
3,733
-200
-5% -$52.1K 0.34% 75
2021
Q1 		$975K Sell
3,933
-25
-0.6% -$5.95K 0.37% 72
2020
Q4 		$927K Sell
3,958
-875
-18% -$193K 0.36% 70
2020
Q3 		$955K Sell
4,833
-7,516
-61% -$1.61M 0.39% 65
2020
Q2 		$2.55M Sell
12,349
-1,398
-10% -$272K 1.09% 29
2020
Q1 		$2.65M Sell
13,747
-48
-0.3% -$12.3K 1.31% 24
2019
Q4 		$3.82M Sell
13,795
-125
-0.9% -$33K 1.54% 18
2019
Q3 		$3.7M Buy
13,920
+60
+0.4% +$15.2K 1.62% 18
2019
Q2 		$3.43M Buy
13,860
+325
+2% +$78K 1.52% 20
2019
Q1 		$2.92M Buy
13,535
+733
+6% +$160K 1.36% 25
2018
Q4 		$2.79M Sell
12,802
-79
-0.6% -$17.2K 1.48% 23
2018
Q3 		$2.94M Buy
12,881
+3,050
+31% +$683K 1.36% 25
2018
Q2 		$2.27M Buy
9,831
+2,390
+32% +$561K 1.11% 33
2018
Q1 		$1.91M Buy
7,441
+3,246
+77% +$779K 0.96% 39
2017
Q4 		$928K Buy
4,195
+118
+3% +$26.6K 0.46% 57
2017
Q3 		$931K Sell
4,077
-476
-10% -$120K 0.49% 55
2017
Q2 		$1.16M Sell
4,553
-76
-2% -$18.8K 0.63% 51
2017
Q1 		$1.08M Sell
4,629
-41
-0.9% -$9.36K 0.61% 52
2016
Q4 		$1.01M Buy
4,670
+100
+2% +$20.6K 0.61% 54
2016
Q3 		$869K Buy
4,570
+25
+0.6% +$4.7K 0.55% 58
2016
Q2 		$831K Sell
4,545
-850
-16% -$156K 0.52% 59
2016
Q1 		$1.07M Sell
5,395
-210
-4% -$38.8K 0.69% 51
2015
Q4 		$1.03M Sell
5,605
-25
-0.4% -$4.54K 0.66% 55
2015
Q3 		$976K Hold
5,630
– – 0.66% 51
2015
Q2 		$1.02M Sell
5,630
-125
-2% -$22.7K 0.67% 53
2015
Q1 		$1M Buy
5,755
+265
+5% +$46.6K 0.64% 57
2014
Q4 		$935K Buy
5,490
+3,890
+243% +$657K 0.6% 59
2014
Q3 		$260K Buy
+1,600
New +$259K 0.17% 97

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Legacy Capital Partners's EG Position: Q1 2022 in Review

Legacy Capital Partners held its Everest Group (EG) position steady in Q1 2022 at 2,683 shares worth $809K. The position accounts for 0.27% of the portfolio, ranked #80.

Legacy Capital Partners first reported a position in EG in Q3 2014 and has held it in 31 quarters since. The position peaked at $3.82M in Q4 2019. 513 funds tracked by Wall St. Rank hold EG as of Q1 2022.

  • Legacy Capital Partners held 2,683 shares of Everest Group worth $809K as of Q1 2022.
  • Legacy Capital Partners left its Everest Group share count unchanged in Q1 2022.
  • Everest Group made up 0.27% of Legacy Capital Partners's portfolio in Q1 2022, its #80 holding.
  • Legacy Capital Partners first reported a position in Everest Group in Q3 2014 and has held it in 31 quarters since.
  • Legacy Capital Partners's Everest Group position peaked at $3.82M in Q4 2019.
  • 513 funds tracked by Wall St. Rank held Everest Group as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.