M&G Investment Management’s Everest Group EG Stock Holding History

M&G 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	-956	Closed	-$262	–	477
2021 Q4	$262	Buy	+956	New	+$258K	﹤0.01%	439
2020 Q1	–	Sell	-783	Closed	-$217K	–	417
2019 Q4	$217K	Buy	+783	New	+$207K	﹤0.01%	420

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

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

CIP

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

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

M&G Investment Management's EG Position: Q1 2022 in Review

M&G Investment Management sold out of Everest Group (EG) in Q1 2022, closing a stake of 956 shares — an estimated $262 sold.

M&G Investment Management first reported a position in EG in Q4 2019 and held it in 2 quarters. The position peaked at $217K in Q4 2019. 513 funds tracked by Wall St. Rank hold EG as of Q1 2022.

M&G Investment Management reported no remaining Everest Group position as of Q1 2022 after selling out during the quarter.
M&G Investment Management sold 956 Everest Group shares in Q1 2022, an estimated $262.
M&G Investment Management first reported a position in Everest Group in Q4 2019 and held it in 2 quarters.
M&G Investment Management's Everest Group position peaked at $217K in Q4 2019.
513 funds tracked by Wall St. Rank held Everest Group as of Q1 2022.

Based on M&G Investment Management's 13F filing for Q1 2022, filed 13 May 2022.