Marshall Wace North America’s Everest Group EG Stock Holding History

Marshall Wace North America’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 Q3	–	Sell	-23,585	Closed	-$5.94M	–	1498
2021 Q2	$5.94M	Buy	23,585 +12,709	+117%	+$3.31M	0.02%	508
2021 Q1	$2.69M	Buy	+10,876	New	+$2.59M	0.01%	732
2020 Q3	–	Sell	-8,429	Closed	-$1.74M	–	1273
2020 Q2	$1.74M	Buy	8,429 +4,463	+113%	+$869K	0.01%	625
2020 Q1	$763K	Buy	+3,966	New	+$1.01M	0.01%	668
2019 Q1	–	Sell	-12,693	Closed	-$2.76M	–	1644
2018 Q4	$2.76M	Buy	+12,693	New	+$2.76M	0.03%	366
2018 Q2	–	Sell	-62,474	Closed	-$16M	–	1462
2018 Q1	$16M	Buy	62,474 +2,483	+4%	+$596K	0.08%	286
2017 Q4	$13.3M	Buy	59,991 +22,656	+61%	+$5.11M	0.07%	314
2017 Q3	$8.51M	Buy	+37,335	New	+$9.41M	0.05%	414
2017 Q2	–	Sell	-41,859	Closed	-$9.79M	–	1328
2017 Q1	$9.79M	Buy	+41,859	New	+$9.56M	0.08%	273
2013 Q4	–	Sell	-3,067	Closed	-$446K	–	730
2013 Q3	$446K	Buy	+3,067	New	+$416K	0.01%	461

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

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

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

CIP

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

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

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

Marshall Wace North America's EG Position: Q3 2021 in Review

Marshall Wace North America sold out of Everest Group (EG) in Q3 2021, closing a stake of 23,585 shares — an estimated $5.94M sold.

Marshall Wace North America first reported a position in EG in Q3 2013 and held it in 10 quarters. The position peaked at $16M in Q1 2018. 465 funds tracked by Wall St. Rank hold EG as of Q3 2021.

Marshall Wace North America reported no remaining Everest Group position as of Q3 2021 after selling out during the quarter.
Marshall Wace North America sold 23,585 Everest Group shares in Q3 2021, an estimated $5.94M.
Marshall Wace North America first reported a position in Everest Group in Q3 2013 and held it in 10 quarters.
Marshall Wace North America's Everest Group position peaked at $16M in Q1 2018.
465 funds tracked by Wall St. Rank held Everest Group as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.