LBG
EG icon

Lloyds Banking Group’s Everest Group EG Stock Holding History

Lloyds Banking Group’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
2014
Q2 		– Sell
-5,119
Closed -$783K – 540
2014
Q1 		$783K Hold
5,119
– – 0.01% 546
2013
Q4 		$797K Buy
5,119
+1,079
+27% +$165K 0.01% 557
2013
Q3 		$587K Hold
4,040
– – 0.01% 543
2013
Q2 		$518K Buy
+4,040
New +$523K 0.01% 539

Other funds holding EG

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lloyds Banking Group's EG Position: Q2 2014 in Review

Lloyds Banking Group sold out of Everest Group (EG) in Q2 2014, closing a stake of 5,119 shares — an estimated $783K sold.

Lloyds Banking Group first reported a position in EG in Q2 2013 and held it in 4 quarters. The position peaked at $797K in Q4 2013. 366 funds tracked by Wall St. Rank hold EG as of Q2 2014.

  • Lloyds Banking Group reported no remaining Everest Group position as of Q2 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 5,119 Everest Group shares in Q2 2014, an estimated $783K.
  • Lloyds Banking Group first reported a position in Everest Group in Q2 2013 and held it in 4 quarters.
  • Lloyds Banking Group's Everest Group position peaked at $797K in Q4 2013.
  • 366 funds tracked by Wall St. Rank held Everest Group as of Q2 2014.

Based on Lloyds Banking Group's 13F filing for Q2 2014, filed 14 Aug 2014.