Lodestar Investment Counsel’s Everest Group EG Stock Holding History

Lodestar Investment Counsel’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
2019 Q2	$14.2M	Sell	57,530 -4,720	-8%	-$1.13M	1.46%	22
2019 Q1	$13.4M	Buy	62,250 +785	+1%	+$171K	1.44%	24
2018 Q4	$13.4M	Buy	61,465 +1,445	+2%	+$315K	1.63%	22
2018 Q3	$13.7M	Buy	60,020 +2,260	+4%	+$506K	1.48%	24
2018 Q2	$13.3M	Buy	57,760 +6,185	+12%	+$1.45M	1.54%	24
2018 Q1	$13.2M	Buy	+51,575	New	+$12.4M	1.54%	24

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

CIP

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lodestar Investment Counsel's EG Position: Q2 2019 in Review

Lodestar Investment Counsel reduced its Everest Group (EG) stake by 7.6% in Q2 2019, selling an estimated $1.13M and leaving 57,530 shares worth $14.2M. The position accounts for 1.46% of the portfolio, ranked #22.

Lodestar Investment Counsel first reported a position in EG in Q1 2018 and has held it in 6 quarters since. 443 funds tracked by Wall St. Rank hold EG as of Q2 2019.

Lodestar Investment Counsel held 57,530 shares of Everest Group worth $14.2M as of Q2 2019.
Lodestar Investment Counsel sold 4,720 Everest Group shares in Q2 2019, an estimated $1.13M.
Everest Group made up 1.46% of Lodestar Investment Counsel's portfolio in Q2 2019, its #22 holding.
Lodestar Investment Counsel first reported a position in Everest Group in Q1 2018 and has held it in 6 quarters since.
443 funds tracked by Wall St. Rank held Everest Group as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.