Oakworth Capital’s Everest Group EG Stock Holding History

Oakworth Capital’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	-140	Closed	-$34K	–	587
2019 Q2	$34K	Buy	+140	New	+$33.6K	0.01%	367

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

Oakworth Capital's EG Position: Q3 2019 in Review

Oakworth Capital sold out of Everest Group (EG) in Q3 2019, closing a stake of 140 shares — an estimated $34K sold.

Oakworth Capital first reported a position in EG in Q2 2019 and held it in 1 quarter. The position peaked at $34K in Q2 2019. 436 funds tracked by Wall St. Rank hold EG as of Q3 2019.

Oakworth Capital reported no remaining Everest Group position as of Q3 2019 after selling out during the quarter.
Oakworth Capital sold 140 Everest Group shares in Q3 2019, an estimated $34K.
Oakworth Capital first reported a position in Everest Group in Q2 2019 and held it in 1 quarter.
Oakworth Capital's Everest Group position peaked at $34K in Q2 2019.
436 funds tracked by Wall St. Rank held Everest Group as of Q3 2019.

Based on Oakworth Capital's 13F filing for Q3 2019, filed 13 Nov 2019.