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Legacy Financial Advisors’s Everest Group EG Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-61
Closed -$13K – 340
2019
Q1 		$13K Buy
61
+40
+190% +$8.71K ﹤0.01% 558
2018
Q4 		$5K Hold
21
– – ﹤0.01% 722
2018
Q3 		$4K Sell
21
-98
-82% -$21.9K ﹤0.01% 722
2018
Q2 		$28K Hold
119
– – 0.01% 325
2018
Q1 		$30K Hold
119
– – 0.01% 303
2017
Q4 		$26K Buy
+119
New +$26.8K 0.01% 330

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Financial Advisors's EG Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Everest Group (EG) in Q2 2019, closing a stake of 61 shares — an estimated $13K sold.

Legacy Financial Advisors first reported a position in EG in Q4 2017 and held it in 6 quarters. The position peaked at $30K in Q1 2018. 443 funds tracked by Wall St. Rank hold EG as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Everest Group position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 61 Everest Group shares in Q2 2019, an estimated $13K.
  • Legacy Financial Advisors first reported a position in Everest Group in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Everest Group position peaked at $30K in Q1 2018.
  • 443 funds tracked by Wall St. Rank held Everest Group as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.