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Omnia Family Wealth’s Everest Group EG Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-121
Closed -$26K – 221
2019
Q1 		$26K Buy
121
+37
+44% +$8.05K 0.01% 198
2018
Q4 		$18K Sell
84
-10
-11% -$2.18K 0.01% 202
2018
Q3 		$21K Hold
94
– – 0.01% 201
2018
Q2 		$22K Hold
94
– – 0.01% 208
2018
Q1 		$24K Sell
94
-240
-72% -$57.6K 0.01% 195
2017
Q4 		$74K Sell
334
-136
-29% -$30.7K 0.03% 128
2017
Q3 		$107K Hold
470
– – 0.05% 114
2017
Q2 		$120K Hold
470
– – 0.06% 110
2017
Q1 		$110K Sell
470
-28
-6% -$6.39K 0.05% 113
2016
Q4 		$108K Buy
+498
New +$103K 0.05% 113

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Omnia Family Wealth's EG Position: Q2 2019 in Review

Omnia Family Wealth sold out of Everest Group (EG) in Q2 2019, closing a stake of 121 shares — an estimated $26K sold.

Omnia Family Wealth first reported a position in EG in Q4 2016 and held it in 10 quarters. The position peaked at $120K in Q2 2017. 443 funds tracked by Wall St. Rank hold EG as of Q2 2019.

  • Omnia Family Wealth reported no remaining Everest Group position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 121 Everest Group shares in Q2 2019, an estimated $26K.
  • Omnia Family Wealth first reported a position in Everest Group in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Everest Group position peaked at $120K in Q2 2017.
  • 443 funds tracked by Wall St. Rank held Everest Group as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.