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Legg Mason Asset Management’s Everest Group EG Stock Holding History

Legg Mason Asset Management’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
2021
Q4 		$431K Sell
1,575
-78
-5% -$21.1K 0.48% 93
2021
Q3 		$415K Sell
1,653
-137
-8% -$35.1K 0.48% 100
2021
Q2 		$451K Sell
1,790
-1,064
-37% -$277K 0.49% 98
2021
Q1 		$707K Sell
2,854
-633
-18% -$151K 0.77% 69
2020
Q4 		$816K Buy
+3,487
New +$770K 0.81% 50
2020
Q2 		$766K Hold
3,712
– – 0.84% 48
2020
Q1 		$715K Hold
3,712
– – 0.96% 35
2019
Q4 		$1.03M Sell
3,712
-488
-12% -$129K 1.11% 17
2019
Q3 		$1.12M Hold
4,200
– – 1.2% 11
2019
Q2 		$1.04M Hold
4,200
– – 1.17% 17
2019
Q1 		$908K Sell
4,200
-100
-2% -$21.8K 1.07% 23
2018
Q4 		$937K Sell
4,300
-200
-4% -$43.6K 1.17% 18
2018
Q3 		$1.03M Sell
4,500
-300
-6% -$67.1K 0.97% 33
2018
Q2 		$1.11M Sell
4,800
-200
-4% -$47K 0.87% 52
2018
Q1 		$1.28M Sell
5,000
-100
-2% -$24K 0.91% 47
2017
Q4 		$1.13M Buy
5,100
+2,900
+132% +$654K 0.68% 57
2017
Q3 		$503K Sell
2,200
-100
-4% -$25.2K 0.3% 111
2017
Q2 		$586K Sell
2,300
-200
-8% -$49.4K 0.48% 101
2017
Q1 		$585K Buy
+2,500
New +$571K 0.68% 75
2015
Q2 		– Sell
-4,500
Closed -$783K – 126
2015
Q1 		$783K Sell
4,500
-600
-12% -$105K 0.64% 75
2014
Q4 		$869K Sell
5,100
-700
-12% -$118K 0.66% 68
2014
Q3 		$940K Sell
5,800
-700
-11% -$113K 0.66% 66
2014
Q2 		$1.04M Sell
6,500
-600
-8% -$95K 0.66% 68
2014
Q1 		$1.09M Buy
7,100
+2,700
+61% +$399K 0.64% 67
2013
Q4 		$686K Sell
4,400
-900
-17% -$137K 0.4% 111
2013
Q3 		$771K Sell
5,300
-400
-7% -$54.2K 0.42% 99
2013
Q2 		$732K Buy
+5,700
New +$737K 0.39% 100

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Legg Mason Asset Management's EG Position: Q4 2021 in Review

Legg Mason Asset Management reduced its Everest Group (EG) stake by 4.7% in Q4 2021, selling an estimated $21.1K and leaving 1,575 shares worth $431K. The position accounts for 0.48% of the portfolio, ranked #93.

Legg Mason Asset Management first reported a position in EG in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.28M in Q1 2018. 478 funds tracked by Wall St. Rank hold EG as of Q4 2021.

  • Legg Mason Asset Management held 1,575 shares of Everest Group worth $431K as of Q4 2021.
  • Legg Mason Asset Management sold 78 Everest Group shares in Q4 2021, an estimated $21.1K.
  • Everest Group made up 0.48% of Legg Mason Asset Management's portfolio in Q4 2021, its #93 holding.
  • Legg Mason Asset Management first reported a position in Everest Group in Q2 2013 and has held it in 27 quarters since.
  • Legg Mason Asset Management's Everest Group position peaked at $1.28M in Q1 2018.
  • 478 funds tracked by Wall St. Rank held Everest Group as of Q4 2021.

Based on Legg Mason Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.