Neuberger Berman Canada’s Everest Group EG Stock Holding History

Neuberger Berman Canada’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
2017 Q3	$2.39M	Sell	10,479 -378	-3%	-$95.3K	0.44%	37
2017 Q2	$2.76M	Sell	10,857 -106	-1%	-$26.2K	0.52%	34
2017 Q1	$2.56M	Buy	+10,963	New	+$2.5M	0.5%	29
2016 Q4	–	Sell	-3,453	Closed	-$712K	–	274
2016 Q3	$656K	Sell	3,453 -133	-4%	-$25K	0.2%	149
2016 Q2	$655K	Buy	3,586 +1,021	+40%	+$188K	0.21%	160
2016 Q1	$506K	Sell	2,565 -181	-7%	-$33.4K	0.19%	158
2015 Q4	$503K	Buy	+2,746	New	+$499K	0.2%	131
2015 Q1	–	Sell	-3,800	Closed	-$647K	–	205
2014 Q4	$647K	Sell	3,800 -4,800	-56%	-$810K	0.1%	142
2014 Q3	$1.39M	Sell	8,600 -600	-7%	-$97.1K	0.22%	115
2014 Q2	$1.48M	Buy	9,200 +2,400	+35%	+$380K	0.38%	66
2014 Q1	$1.04M	Sell	6,800 -2,900	-30%	-$428K	0.24%	88
2013 Q4	$1.51M	Buy	+9,700	New	+$1.48M	0.36%	94

Other funds holding EG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Neuberger Berman Canada's EG Position: Q3 2017 in Review

Neuberger Berman Canada reduced its Everest Group (EG) stake by 3.5% in Q3 2017, selling an estimated $95.3K and leaving 10,479 shares worth $2.39M. The position accounts for 0.44% of the portfolio, ranked #37.

Neuberger Berman Canada first reported a position in EG in Q4 2013 and has held it in 12 quarters since. The position peaked at $2.76M in Q2 2017. 440 funds tracked by Wall St. Rank hold EG as of Q3 2017.

Neuberger Berman Canada held 10,479 shares of Everest Group worth $2.39M as of Q3 2017.
Neuberger Berman Canada sold 378 Everest Group shares in Q3 2017, an estimated $95.3K.
Everest Group made up 0.44% of Neuberger Berman Canada's portfolio in Q3 2017, its #37 holding.
Neuberger Berman Canada first reported a position in Everest Group in Q4 2013 and has held it in 12 quarters since.
Neuberger Berman Canada's Everest Group position peaked at $2.76M in Q2 2017.
440 funds tracked by Wall St. Rank held Everest Group as of Q3 2017.

Based on Neuberger Berman Canada's 13F filing for Q3 2017, filed 3 Nov 2017.