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NWQ Investment Management Company’s Everest Group EG Stock Holding History

NWQ Investment Management 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
2020
Q3 		$8.02M Buy
40,603
+1,611
+4% +$345K 0.36% 84
2020
Q2 		$8.04K Buy
38,992
+36,178
+1,286% +$7.05M 0.27% 86
2020
Q1 		$541K Buy
+2,814
New +$719K 0.02% 145

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NWQ Investment Management Company's EG Position: Q3 2020 in Review

NWQ Investment Management Company increased its Everest Group (EG) stake by 4.1% in Q3 2020, buying an estimated $345K and bringing the position to 40,603 shares worth $8.02M. The position accounts for 0.36% of the portfolio, ranked #84.

NWQ Investment Management Company first reported a position in EG in Q1 2020 and has held it in 3 quarters since. 433 funds tracked by Wall St. Rank hold EG as of Q3 2020.

  • NWQ Investment Management Company held 40,603 shares of Everest Group worth $8.02M as of Q3 2020.
  • NWQ Investment Management Company bought 1,611 Everest Group shares in Q3 2020, an estimated $345K.
  • Everest Group made up 0.36% of NWQ Investment Management Company's portfolio in Q3 2020, its #84 holding.
  • NWQ Investment Management Company first reported a position in Everest Group in Q1 2020 and has held it in 3 quarters since.
  • 433 funds tracked by Wall St. Rank held Everest Group as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.