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Neuburgh Advisers’s Everest Group EG Stock Holding History

Neuburgh Advisers’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
2019
Q3 		$966K Sell
3,630
-22
-0.6% -$5.55K 0.03% 329
2019
Q2 		$903K Buy
3,652
+1,650
+82% +$396K 0.03% 333
2019
Q1 		$432K Buy
2,002
+66
+3% +$14.4K 0.01% 485
2018
Q4 		$421K Sell
1,936
-242
-11% -$52.7K 0.02% 451
2018
Q3 		$498K Sell
2,178
-110
-5% -$24.6K 0.02% 461
2018
Q2 		$527K Sell
2,288
-3,036
-57% -$713K 0.02% 409
2018
Q1 		$1.37M Sell
5,324
-24,134
-82% -$5.79M 0.05% 230
2017
Q4 		$6.52M Sell
29,458
-6,182
-17% -$1.39M 0.23% 85
2017
Q3 		$8.14M Buy
35,640
+10,846
+44% +$2.73M 0.3% 73
2017
Q2 		$6.31M Buy
24,794
+2,464
+11% +$608K 0.24% 84
2017
Q1 		$5.22M Buy
22,330
+1,716
+8% +$392K 0.21% 97
2016
Q4 		$4.46M Buy
+20,614
New +$4.25M 0.2% 97

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Neuburgh Advisers's EG Position: Q3 2019 in Review

Neuburgh Advisers reduced its Everest Group (EG) stake by 0.6% in Q3 2019, selling an estimated $5.55K and leaving 3,630 shares worth $966K. The position accounts for 0.03% of the portfolio, ranked #329.

Neuburgh Advisers first reported a position in EG in Q4 2016 and has held it in 12 quarters since. The position peaked at $8.14M in Q3 2017. 436 funds tracked by Wall St. Rank hold EG as of Q3 2019.

  • Neuburgh Advisers held 3,630 shares of Everest Group worth $966K as of Q3 2019.
  • Neuburgh Advisers sold 22 Everest Group shares in Q3 2019, an estimated $5.55K.
  • Everest Group made up 0.03% of Neuburgh Advisers's portfolio in Q3 2019, its #329 holding.
  • Neuburgh Advisers first reported a position in Everest Group in Q4 2016 and has held it in 12 quarters since.
  • Neuburgh Advisers's Everest Group position peaked at $8.14M in Q3 2017.
  • 436 funds tracked by Wall St. Rank held Everest Group as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.