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Marino Stram & Associates’s Everest Group EG Stock Holding History

Marino Stram & Associates’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 		– Sell
-6
Closed -$1K – 220
2019
Q1 		$1K Hold
6
– – ﹤0.01% 580
2018
Q4 		$1K Hold
6
– – ﹤0.01% 550
2018
Q3 		$1K Hold
6
– – ﹤0.01% 431
2018
Q2 		$1K Buy
+6
New +$1.41K ﹤0.01% 432

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marino Stram & Associates's EG Position: Q2 2019 in Review

Marino Stram & Associates sold out of Everest Group (EG) in Q2 2019, closing a stake of 6 shares — an estimated $1K sold.

Marino Stram & Associates first reported a position in EG in Q2 2018 and held it in 4 quarters. The position peaked at $1K in Q1 2019. 443 funds tracked by Wall St. Rank hold EG as of Q2 2019.

  • Marino Stram & Associates reported no remaining Everest Group position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 6 Everest Group shares in Q2 2019, an estimated $1K.
  • Marino Stram & Associates first reported a position in Everest Group in Q2 2018 and held it in 4 quarters.
  • Marino Stram & Associates's Everest Group position peaked at $1K in Q1 2019.
  • 443 funds tracked by Wall St. Rank held Everest Group as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.