Miller Howard Investments’s Everest Group EG Stock Holding History

Miller Howard Investments’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
2023 Q1	–	Sell	-130,143	Closed	-$43.1M	–	196
2022 Q4	$43.1M	Sell	130,143 -2,639	-2%	-$822K	1.56%	28
2022 Q3	$34.8M	Sell	132,782 -3,045	-2%	-$824K	1.43%	30
2022 Q2	$38.1M	Buy	135,827 +2,138	+2%	+$604K	1.47%	29
2022 Q1	$40.3M	Sell	133,689 -28,386	-18%	-$8.15M	1.41%	29
2021 Q4	$44.4M	Buy	162,075 +1,858	+1%	+$502K	1.64%	22
2021 Q3	$40.2M	Sell	160,217 -901	-0.6%	-$231K	1.66%	25
2021 Q2	$40.6M	Buy	161,118 +1,380	+0.9%	+$359K	1.63%	27
2021 Q1	$39.6M	Buy	+159,738	New	+$38M	1.66%	27

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Miller Howard Investments's EG Position: Q1 2023 in Review

Miller Howard Investments sold out of Everest Group (EG) in Q1 2023, closing a stake of 130,143 shares — an estimated $43.1M sold.

Miller Howard Investments first reported a position in EG in Q1 2021 and held it in 8 quarters. The position peaked at $44.4M in Q4 2021. 582 funds tracked by Wall St. Rank hold EG as of Q1 2023.

Miller Howard Investments reported no remaining Everest Group position as of Q1 2023 after selling out during the quarter.
Miller Howard Investments sold 130,143 Everest Group shares in Q1 2023, an estimated $43.1M.
Miller Howard Investments first reported a position in Everest Group in Q1 2021 and held it in 8 quarters.
Miller Howard Investments's Everest Group position peaked at $44.4M in Q4 2021.
582 funds tracked by Wall St. Rank held Everest Group as of Q1 2023.

Based on Miller Howard Investments's 13F filing for Q1 2023, filed 3 May 2023.