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MUFG Americas’s Everest Group EG Stock Holding History

MUFG Americas’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
2021
Q1 		– Sell
-1
Closed – – 725
2020
Q4 		$0 Buy
+1
New +$221 ﹤0.01% 793
2015
Q2 		– Sell
-58
Closed -$10K – 1179
2015
Q1 		$10K Sell
58
-84
-59% -$14.8K ﹤0.01% 915
2014
Q4 		$24K Hold
142
– – ﹤0.01% 793
2014
Q3 		$23K Buy
142
+104
+274% +$16.8K ﹤0.01% 799
2014
Q2 		$6K Hold
38
– – ﹤0.01% 999
2014
Q1 		$6K Hold
38
– – ﹤0.01% 951
2013
Q4 		$6K Buy
38
+14
+58% +$2.14K ﹤0.01% 958
2013
Q3 		$3K Buy
+24
New +$3.25K ﹤0.01% 1108

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

MUFG Americas's EG Position: Q1 2021 in Review

MUFG Americas sold out of Everest Group (EG) in Q1 2021, closing a stake of 1 share.

MUFG Americas first reported a position in EG in Q3 2013 and held it in 8 quarters. The position peaked at $24K in Q4 2014. 463 funds tracked by Wall St. Rank hold EG as of Q1 2021.

  • MUFG Americas reported no remaining Everest Group position as of Q1 2021 after selling out during the quarter.
  • MUFG Americas sold 1 Everest Group share in Q1 2021.
  • MUFG Americas first reported a position in Everest Group in Q3 2013 and held it in 8 quarters.
  • MUFG Americas's Everest Group position peaked at $24K in Q4 2014.
  • 463 funds tracked by Wall St. Rank held Everest Group as of Q1 2021.

Based on MUFG Americas's 13F filing for Q1 2021, filed 30 Apr 2021.