Meritage Group’s Everest Group EG Stock Holding History

Meritage Group’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 Q4	–	Sell	-1,611	Closed	-$404K	–	37
2021 Q3	$404K	Sell	1,611 -582	-27%	-$149K	0.01%	22
2021 Q2	$553K	Buy	+2,193	New	+$571K	0.01%	18

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

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

CIP

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Meritage Group's EG Position: Q4 2021 in Review

Meritage Group sold out of Everest Group (EG) in Q4 2021, closing a stake of 1,611 shares — an estimated $404K sold.

Meritage Group first reported a position in EG in Q2 2021 and held it in 2 quarters. The position peaked at $553K in Q2 2021. 478 funds tracked by Wall St. Rank hold EG as of Q4 2021.

Meritage Group reported no remaining Everest Group position as of Q4 2021 after selling out during the quarter.
Meritage Group sold 1,611 Everest Group shares in Q4 2021, an estimated $404K.
Meritage Group first reported a position in Everest Group in Q2 2021 and held it in 2 quarters.
Meritage Group's Everest Group position peaked at $553K in Q2 2021.
478 funds tracked by Wall St. Rank held Everest Group as of Q4 2021.

Based on Meritage Group's 13F filing for Q4 2021, filed 11 Feb 2022.