MIC
EG icon

MU Investments Company’s Everest Group EG Stock Holding History

MU Investments Company’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
Q1 		– Sell
-110
Closed -$24K – 64
2017
Q4 		$24K Buy
+110
New +$24.8K 0.02% 113
2017
Q3 		– Sell
-210
Closed -$54K – 165
2017
Q2 		$54K Sell
210
-90
-30% -$22.2K 0.04% 73
2017
Q1 		$70K Sell
300
-50
-14% -$11.4K 0.05% 77
2016
Q4 		$76K Sell
350
-160
-31% -$33K 0.06% 70
2016
Q3 		$97K Sell
510
-440
-46% -$82.7K 0.07% 76
2016
Q2 		$165K Buy
+950
New +$175K 0.11% 94

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

MU Investments Company's EG Position: Q1 2018 in Review

MU Investments Company sold out of Everest Group (EG) in Q1 2018, closing a stake of 110 shares — an estimated $24K sold.

MU Investments Company first reported a position in EG in Q2 2016 and held it in 6 quarters. The position peaked at $165K in Q2 2016. 463 funds tracked by Wall St. Rank hold EG as of Q1 2018.

  • MU Investments Company reported no remaining Everest Group position as of Q1 2018 after selling out during the quarter.
  • MU Investments Company sold 110 Everest Group shares in Q1 2018, an estimated $24K.
  • MU Investments Company first reported a position in Everest Group in Q2 2016 and held it in 6 quarters.
  • MU Investments Company's Everest Group position peaked at $165K in Q2 2016.
  • 463 funds tracked by Wall St. Rank held Everest Group as of Q1 2018.

Based on MU Investments Company's 13F filing for Q1 2018, filed 20 Apr 2018.