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Mosaic Family Wealth’s Everest Group EG Stock Holding History

Mosaic Family Wealth’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
Q3 		– Sell
-19
Closed -$4K – 655
2018
Q2 		$4K Hold
19
– – ﹤0.01% 602
2018
Q1 		$5K Hold
19
– – ﹤0.01% 577
2017
Q4 		$4K Hold
19
– – ﹤0.01% 608
2017
Q3 		$4K Hold
19
– – ﹤0.01% 739
2017
Q2 		$5K Buy
+19
New +$4.69K ﹤0.01% 575
2016
Q4 		– Sell
-3
Closed -$1K – 715
2016
Q3 		$1K Sell
3
-12
-80% -$2.26K ﹤0.01% 727
2016
Q2 		$3K Sell
15
-2
-12% -$368 ﹤0.01% 657
2016
Q1 		$3K Hold
17
– – ﹤0.01% 651
2015
Q4 		$3K Buy
+17
New +$3.09K ﹤0.01% 635

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mosaic Family Wealth's EG Position: Q3 2018 in Review

Mosaic Family Wealth sold out of Everest Group (EG) in Q3 2018, closing a stake of 19 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in EG in Q4 2015 and held it in 9 quarters. The position peaked at $5K in Q1 2018. 405 funds tracked by Wall St. Rank hold EG as of Q3 2018.

  • Mosaic Family Wealth reported no remaining Everest Group position as of Q3 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 19 Everest Group shares in Q3 2018, an estimated $4K.
  • Mosaic Family Wealth first reported a position in Everest Group in Q4 2015 and held it in 9 quarters.
  • Mosaic Family Wealth's Everest Group position peaked at $5K in Q1 2018.
  • 405 funds tracked by Wall St. Rank held Everest Group as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.