MTB
EG icon

Mizuho Trust & Banking’s Everest Group EG Stock Holding History

Mizuho Trust & Banking’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
2016
Q4 		– Sell
-143,396
Closed -$27.2M – 220
2016
Q3 		$27.2M Sell
143,396
-156
-0.1% -$29.3K 0.08% 274
2016
Q2 		$26.2M Sell
143,552
-437
-0.3% -$80.3K 0.08% 276
2016
Q1 		$28.4M Buy
143,989
+1,035
+0.7% +$191K 0.09% 252
2015
Q4 		$26.6M Sell
142,954
-853
-0.6% -$155K 0.09% 255
2015
Q3 		$24.9M Sell
143,807
-20,046
-12% -$3.63M 0.09% 253
2015
Q2 		$29.8M Sell
163,853
-989
-0.6% -$180K 0.1% 227
2015
Q1 		$28.7M Buy
164,842
+2,796
+2% +$491K 0.1% 238
2014
Q4 		$27.6M Buy
162,046
+4,431
+3% +$748K 0.1% 235
2014
Q3 		$25.3M Sell
157,615
-8,064
-5% -$1.31M 0.1% 243
2014
Q2 		$26.6M Sell
165,679
-429
-0.3% -$67.9K 0.1% 245
2014
Q1 		$25.4M Buy
166,108
+97,821
+143% +$14.4M 0.1% 243
2013
Q4 		$10.3M Sell
68,287
-1,115
-2% -$170K 0.04% 489
2013
Q3 		$8.9M Hold
69,402
– – 0.04% 504
2013
Q2 		$8.9M Buy
+69,402
New +$8.98M 0.04% 504

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Mizuho Trust & Banking's EG Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of Everest Group (EG) in Q4 2016, closing a stake of 143,396 shares — an estimated $27.2M sold.

Mizuho Trust & Banking first reported a position in EG in Q2 2013 and held it in 14 quarters. The position peaked at $29.8M in Q2 2015. 399 funds tracked by Wall St. Rank hold EG as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining Everest Group position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 143,396 Everest Group shares in Q4 2016, an estimated $27.2M.
  • Mizuho Trust & Banking first reported a position in Everest Group in Q2 2013 and held it in 14 quarters.
  • Mizuho Trust & Banking's Everest Group position peaked at $29.8M in Q2 2015.
  • 399 funds tracked by Wall St. Rank held Everest Group as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.