LMR Partners’s Everest Group EG Stock Holding History

LMR Partners’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 Q2	–	Sell	-1,185	Closed	-$294K	–	1183
2021 Q1	$294K	Buy	+1,185	New	+$282K	0.01%	736
2020 Q4	–	Sell	-1,963	Closed	-$388K	–	522
2020 Q3	$388K	Buy	1,963 +975	+99%	+$209K	0.01%	291
2020 Q2	$204K	Buy	+988	New	+$192K	0.01%	487
2020 Q1	–	Sell	-1,048	Closed	-$290K	–	302
2019 Q4	$290K	Buy	+1,048	New	+$276K	﹤0.01%	359

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LMR Partners's EG Position: Q2 2021 in Review

LMR Partners sold out of Everest Group (EG) in Q2 2021, closing a stake of 1,185 shares — an estimated $294K sold.

LMR Partners first reported a position in EG in Q4 2019 and held it in 4 quarters. The position peaked at $388K in Q3 2020. 454 funds tracked by Wall St. Rank hold EG as of Q2 2021.

LMR Partners reported no remaining Everest Group position as of Q2 2021 after selling out during the quarter.
LMR Partners sold 1,185 Everest Group shares in Q2 2021, an estimated $294K.
LMR Partners first reported a position in Everest Group in Q4 2019 and held it in 4 quarters.
LMR Partners's Everest Group position peaked at $388K in Q3 2020.
454 funds tracked by Wall St. Rank held Everest Group as of Q2 2021.

Based on LMR Partners's 13F filing for Q2 2021, filed 16 Aug 2021.