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Longfellow Investment Management’s Everest Group EG Stock Holding History

Longfellow Investment 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
2022
Q1 		– Sell
-501
Closed -$138K – 409
2021
Q4 		$138K Hold
501
– – 0.02% 240
2021
Q3 		$126K Hold
501
– – 0.02% 255
2021
Q2 		$127K Sell
501
-277
-36% -$72.1K 0.02% 267
2021
Q1 		$193K Hold
778
– – 0.02% 321
2020
Q4 		$183K Buy
+778
New +$172K 0.02% 270

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Longfellow Investment Management's EG Position: Q1 2022 in Review

Longfellow Investment Management sold out of Everest Group (EG) in Q1 2022, closing a stake of 501 shares — an estimated $138K sold.

Longfellow Investment Management first reported a position in EG in Q4 2020 and held it in 5 quarters. The position peaked at $193K in Q1 2021. 513 funds tracked by Wall St. Rank hold EG as of Q1 2022.

  • Longfellow Investment Management reported no remaining Everest Group position as of Q1 2022 after selling out during the quarter.
  • Longfellow Investment Management sold 501 Everest Group shares in Q1 2022, an estimated $138K.
  • Longfellow Investment Management first reported a position in Everest Group in Q4 2020 and held it in 5 quarters.
  • Longfellow Investment Management's Everest Group position peaked at $193K in Q1 2021.
  • 513 funds tracked by Wall St. Rank held Everest Group as of Q1 2022.

Based on Longfellow Investment Management's 13F filing for Q1 2022, filed 16 May 2022.