Linscomb Wealth’s Everest Group EG Stock Holding History

Linscomb Wealth’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 Q1	–	Sell	-730	Closed	-$202K	–	401
2019 Q4	$202K	Buy	+730	New	+$193K	0.01%	405

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Linscomb Wealth's EG Position: Q1 2020 in Review

Linscomb Wealth sold out of Everest Group (EG) in Q1 2020, closing a stake of 730 shares — an estimated $202K sold.

Linscomb Wealth first reported a position in EG in Q4 2019 and held it in 1 quarter. The position peaked at $202K in Q4 2019. 428 funds tracked by Wall St. Rank hold EG as of Q1 2020.

Linscomb Wealth reported no remaining Everest Group position as of Q1 2020 after selling out during the quarter.
Linscomb Wealth sold 730 Everest Group shares in Q1 2020, an estimated $202K.
Linscomb Wealth first reported a position in Everest Group in Q4 2019 and held it in 1 quarter.
Linscomb Wealth's Everest Group position peaked at $202K in Q4 2019.
428 funds tracked by Wall St. Rank held Everest Group as of Q1 2020.

Based on Linscomb Wealth's 13F filing for Q1 2020, filed 11 May 2020.