Next Capital Management’s Everest Group EG Stock Holding History

Next Capital Management’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	–	Sell	-17	Closed	-$4K	–	412
2019 Q2	$4K	Buy	+17	New	+$4.08K	﹤0.01%	693

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 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

Next Capital Management's EG Position: Q3 2019 in Review

Next Capital Management sold out of Everest Group (EG) in Q3 2019, closing a stake of 17 shares — an estimated $4K sold.

Next Capital Management first reported a position in EG in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 436 funds tracked by Wall St. Rank hold EG as of Q3 2019.

Next Capital Management reported no remaining Everest Group position as of Q3 2019 after selling out during the quarter.
Next Capital Management sold 17 Everest Group shares in Q3 2019, an estimated $4K.
Next Capital Management first reported a position in Everest Group in Q2 2019 and held it in 1 quarter.
Next Capital Management's Everest Group position peaked at $4K in Q2 2019.
436 funds tracked by Wall St. Rank held Everest Group as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.