LWM
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Lenox Wealth Management’s Everest Group EG Stock Holding History

Lenox Wealth 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
2020
Q2 		$4K Buy
+20
New +$3.9K ﹤0.01% 554

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lenox Wealth Management's EG Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in Everest Group (EG) in Q2 2020: 20 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #554 among its holdings.

425 funds tracked by Wall St. Rank hold EG as of Q2 2020.

  • Lenox Wealth Management held 20 shares of Everest Group worth $4K as of Q2 2020.
  • Everest Group was a new Lenox Wealth Management position in Q2 2020.
  • Everest Group made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #554 holding.
  • 425 funds tracked by Wall St. Rank held Everest Group as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.