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Moody Lynn & Lieberson’s Everest Group EG Stock Holding History

Moody Lynn & Lieberson’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
Q1 		– Sell
-1,100
Closed -$201K – 167
2015
Q4 		$201K Buy
+1,100
New +$200K 0.03% 169
2015
Q3 		– Sell
-1,100
Closed -$200K – 169
2015
Q2 		$200K Buy
+1,100
New +$200K 0.03% 182

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Moody Lynn & Lieberson's EG Position: Q1 2016 in Review

Moody Lynn & Lieberson sold out of Everest Group (EG) in Q1 2016, closing a stake of 1,100 shares — an estimated $201K sold.

Moody Lynn & Lieberson first reported a position in EG in Q2 2015 and held it in 2 quarters. The position peaked at $201K in Q4 2015. 379 funds tracked by Wall St. Rank hold EG as of Q1 2016.

  • Moody Lynn & Lieberson reported no remaining Everest Group position as of Q1 2016 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 1,100 Everest Group shares in Q1 2016, an estimated $201K.
  • Moody Lynn & Lieberson first reported a position in Everest Group in Q2 2015 and held it in 2 quarters.
  • Moody Lynn & Lieberson's Everest Group position peaked at $201K in Q4 2015.
  • 379 funds tracked by Wall St. Rank held Everest Group as of Q1 2016.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2016, filed 2 May 2016.