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Mason Street Advisors’s Everest Group EG Stock Holding History

Mason Street Advisors’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
Q1 		– Sell
-5,513
Closed -$1.29M – 378
2020
Q4 		$1.29M Sell
5,513
-101
-2% -$22.3K 0.02% 819
2020
Q3 		$1.11M Sell
5,614
-95
-2% -$20.3K 0.02% 772
2020
Q2 		$1.18M Sell
5,709
-110
-2% -$21.4K 0.02% 755
2020
Q1 		$1.12M Hold
5,819
– – 0.03% 680
2019
Q4 		$1.61M Buy
5,819
+15
+0.3% +$3.96K 0.03% 695
2019
Q3 		$1.54M Sell
5,804
-5
-0.1% -$1.26K 0.03% 679
2019
Q2 		$1.44M Buy
5,809
+6
+0.1% +$1.44K 0.03% 723
2019
Q1 		$1.25M Buy
5,803
+72
+1% +$15.7K 0.03% 804
2018
Q4 		$1.25M Sell
5,731
-12
-0.2% -$2.61K 0.03% 720
2018
Q3 		$1.31M Sell
5,743
-7
-0.1% -$1.57K 0.03% 780
2018
Q2 		$1.32M Buy
5,750
+61
+1% +$14.3K 0.03% 771
2018
Q1 		$1.46M Sell
5,689
-32
-0.6% -$7.68K 0.03% 688
2017
Q4 		$1.27M Buy
5,721
+20
+0.4% +$4.51K 0.03% 773
2017
Q3 		$1.3M Buy
+5,701
New +$1.44M 0.03% 741

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Mason Street Advisors's EG Position: Q1 2021 in Review

Mason Street Advisors sold out of Everest Group (EG) in Q1 2021, closing a stake of 5,513 shares — an estimated $1.29M sold.

Mason Street Advisors first reported a position in EG in Q3 2017 and held it in 14 quarters. The position peaked at $1.61M in Q4 2019. 464 funds tracked by Wall St. Rank hold EG as of Q1 2021.

  • Mason Street Advisors reported no remaining Everest Group position as of Q1 2021 after selling out during the quarter.
  • Mason Street Advisors sold 5,513 Everest Group shares in Q1 2021, an estimated $1.29M.
  • Mason Street Advisors first reported a position in Everest Group in Q3 2017 and held it in 14 quarters.
  • Mason Street Advisors's Everest Group position peaked at $1.61M in Q4 2019.
  • 464 funds tracked by Wall St. Rank held Everest Group as of Q1 2021.

Based on Mason Street Advisors's 13F filing for Q1 2021, filed 14 May 2021.