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Liberty Mutual Group Asset Management’s Everest Group EG Stock Holding History

Liberty Mutual Group 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
2018
Q4 		– Sell
-1,638
Closed -$374K – 257
2018
Q3 		$374K Hold
1,638
– – 0.01% 858
2018
Q2 		$378K Buy
1,638
+1
+0.1% +$235 0.01% 871
2018
Q1 		$420K Hold
1,637
– – 0.01% 798
2017
Q4 		$362K Sell
1,637
-3,092
-65% -$697K 0.01% 883
2017
Q3 		$1.08M Sell
4,729
-11,300
-70% -$2.85M 0.06% 414
2017
Q2 		$4.08M Sell
16,029
-2,439
-13% -$602K 0.17% 104
2017
Q1 		$4.32M Buy
18,468
+269
+1% +$61.4K 0.17% 97
2016
Q4 		$3.94M Sell
18,199
-5,215
-22% -$1.07M 0.14% 126
2016
Q3 		$4.45M Buy
23,414
+780
+3% +$147K 0.16% 105
2016
Q2 		$4.13M Sell
22,634
-1,052
-4% -$193K 0.15% 103
2016
Q1 		$4.68M Sell
23,686
-4,801
-17% -$887K 0.19% 78
2015
Q4 		$5.22M Buy
28,487
+9,667
+51% +$1.76M 0.21% 83
2015
Q3 		$3.26M Buy
18,820
+188
+1% +$34K 0.12% 145
2015
Q2 		$3.39M Buy
18,632
+3,466
+23% +$631K 0.12% 165
2015
Q1 		$2.64M Buy
15,166
+530
+4% +$93.1K 0.08% 309
2014
Q4 		$2.49M Sell
14,636
-149
-1% -$25.1K 0.08% 336
2014
Q3 		$2.4M Buy
14,785
+25
+0.2% +$4.05K 0.08% 321
2014
Q2 		$2.37M Sell
14,760
-258
-2% -$40.8K 0.07% 340
2014
Q1 		$2.3M Buy
15,018
+4,628
+45% +$684K 0.08% 326
2013
Q4 		$1.62M Sell
10,390
-4,781
-32% -$730K 0.06% 474
2013
Q3 		$2.21M Sell
15,171
-5,425
-26% -$735K 0.08% 259
2013
Q2 		$2.64M Buy
+20,596
New +$2.66M 0.1% 241

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Liberty Mutual Group Asset Management's EG Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Everest Group (EG) in Q4 2018, closing a stake of 1,638 shares — an estimated $374K sold.

Liberty Mutual Group Asset Management first reported a position in EG in Q2 2013 and held it in 22 quarters. The position peaked at $5.22M in Q4 2015. 424 funds tracked by Wall St. Rank hold EG as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Everest Group position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 1,638 Everest Group shares in Q4 2018, an estimated $374K.
  • Liberty Mutual Group Asset Management first reported a position in Everest Group in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Everest Group position peaked at $5.22M in Q4 2015.
  • 424 funds tracked by Wall St. Rank held Everest Group as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.