Monarch Partners Asset Management’s Everest Group EG Stock Holding History

Monarch Partners Asset Management’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
2018 Q2	–	Sell	-40,445	Closed	-$10.4M	–	195
2018 Q1	$10.4M	Buy	40,445 +10,035	+33%	+$2.41M	0.96%	36
2017 Q4	$6.73M	Hold	30,410	–	–	0.63%	69
2017 Q3	$6.95M	Buy	+30,410	New	+$7.66M	0.67%	55
2016 Q2	–	Sell	-33,800	Closed	-$6.67M	–	164
2016 Q1	$6.67M	Buy	+33,800	New	+$6.25M	0.69%	63

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Monarch Partners Asset Management's EG Position: Q2 2018 in Review

Monarch Partners Asset Management sold out of Everest Group (EG) in Q2 2018, closing a stake of 40,445 shares — an estimated $10.4M sold.

Monarch Partners Asset Management first reported a position in EG in Q1 2016 and held it in 4 quarters. The position peaked at $10.4M in Q1 2018. 440 funds tracked by Wall St. Rank hold EG as of Q2 2018.

Monarch Partners Asset Management reported no remaining Everest Group position as of Q2 2018 after selling out during the quarter.
Monarch Partners Asset Management sold 40,445 Everest Group shares in Q2 2018, an estimated $10.4M.
Monarch Partners Asset Management first reported a position in Everest Group in Q1 2016 and held it in 4 quarters.
Monarch Partners Asset Management's Everest Group position peaked at $10.4M in Q1 2018.
440 funds tracked by Wall St. Rank held Everest Group as of Q2 2018.

Based on Monarch Partners Asset Management's 13F filing for Q2 2018, filed 7 Aug 2018.