Migdal Insurance & Financial Holdings’s Everest Group EG Stock Holding History

Migdal Insurance & Financial Holdings’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
2020 Q4	–	Sell	-338	Closed	-$67K	–	671
2020 Q3	$67K	Sell	338 -169	-33%	-$36.2K	﹤0.01%	524
2020 Q2	$105K	Buy	+507	New	+$98.7K	﹤0.01%	416
2018 Q4	–	Sell	-437	Closed	-$100K	–	729
2018 Q3	$100K	Buy	437 +199	+84%	+$44.5K	﹤0.01%	590
2018 Q2	$55K	Buy	238 +235	+7,833%	+$55.2K	﹤0.01%	628
2018 Q1	$1K	Buy	+3	New	+$720	﹤0.01%	643

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

Migdal Insurance & Financial Holdings's EG Position: Q4 2020 in Review

Migdal Insurance & Financial Holdings sold out of Everest Group (EG) in Q4 2020, closing a stake of 338 shares — an estimated $67K sold.

Migdal Insurance & Financial Holdings first reported a position in EG in Q1 2018 and held it in 5 quarters. The position peaked at $105K in Q2 2020. 440 funds tracked by Wall St. Rank hold EG as of Q4 2020.

Migdal Insurance & Financial Holdings reported no remaining Everest Group position as of Q4 2020 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 338 Everest Group shares in Q4 2020, an estimated $67K.
Migdal Insurance & Financial Holdings first reported a position in Everest Group in Q1 2018 and held it in 5 quarters.
Migdal Insurance & Financial Holdings's Everest Group position peaked at $105K in Q2 2020.
440 funds tracked by Wall St. Rank held Everest Group as of Q4 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2020, filed 8 Feb 2021.