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Paloma Partners’s Everest Group EG Stock Holding History

Paloma Partners’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
2021
Q4 		– Sell
-2,319
Closed -$582K – 1943
2021
Q3 		$582K Buy
2,319
+260
+13% +$66.7K 0.01% 498
2021
Q2 		$519K Sell
2,059
-1,396
-40% -$363K 0.01% 983
2021
Q1 		$857K Buy
3,455
+1,076
+45% +$256K 0.02% 783
2020
Q4 		$557K Sell
2,379
-10,825
-82% -$2.39M 0.01% 849
2020
Q3 		$2.61M Buy
13,204
+3,945
+43% +$845K 0.07% 308
2020
Q2 		$1.91M Buy
9,259
+6,010
+185% +$1.17M 0.03% 646
2020
Q1 		$625K Buy
+3,249
New +$830K 0.04% 420
2019
Q3 		– Sell
-5,718
Closed -$1.41M – 2033
2019
Q2 		$1.41M Buy
5,718
+4,756
+494% +$1.14M 0.02% 564
2019
Q1 		$208K Buy
+962
New +$209K 0.01% 1500
2017
Q4 		– Sell
-942
Closed -$216K – 1978
2017
Q3 		$216K Sell
942
-3,695
-80% -$931K ﹤0.01% 1954
2017
Q2 		$1.18M Buy
+4,637
New +$1.14M 0.01% 1110
2017
Q1 		– Sell
-30,979
Closed -$6.7M – 2014
2016
Q4 		$6.7M Buy
+30,979
New +$6.38M 0.07% 186
2016
Q3 		– Sell
-9,418
Closed -$1.72M – 1901
2016
Q2 		$1.72M Buy
9,418
+6,759
+254% +$1.24M 0.02% 818
2016
Q1 		$524K Sell
2,659
-2,751
-51% -$508K 0.01% 1278
2015
Q4 		$991K Sell
5,410
-1,155
-18% -$210K 0.03% 675
2015
Q3 		$1.14M Buy
6,565
+3,072
+88% +$556K 0.03% 575
2015
Q2 		$635K Buy
3,493
+1,754
+101% +$319K 0.01% 978
2015
Q1 		$303K Buy
+1,739
New +$306K 0.01% 950
2014
Q4 		– Sell
-5,896
Closed -$955K – 1198
2014
Q3 		$955K Buy
5,896
+2,203
+60% +$357K 0.04% 359
2014
Q2 		$593K Sell
3,693
-77
-2% -$12.2K 0.02% 525
2014
Q1 		$577K Buy
+3,770
New +$557K 0.04% 352
2013
Q4 		– Sell
-6,087
Closed -$886K – 1040
2013
Q3 		$886K Buy
6,087
+530
+10% +$71.8K 0.04% 372
2013
Q2 		$713K Buy
+5,557
New +$719K 0.04% 356

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Paloma Partners's EG Position: Q4 2021 in Review

Paloma Partners sold out of Everest Group (EG) in Q4 2021, closing a stake of 2,319 shares — an estimated $582K sold.

Paloma Partners first reported a position in EG in Q2 2013 and held it in 23 quarters. The position peaked at $6.7M in Q4 2016. 479 funds tracked by Wall St. Rank hold EG as of Q4 2021.

  • Paloma Partners reported no remaining Everest Group position as of Q4 2021 after selling out during the quarter.
  • Paloma Partners sold 2,319 Everest Group shares in Q4 2021, an estimated $582K.
  • Paloma Partners first reported a position in Everest Group in Q2 2013 and held it in 23 quarters.
  • Paloma Partners's Everest Group position peaked at $6.7M in Q4 2016.
  • 479 funds tracked by Wall St. Rank held Everest Group as of Q4 2021.

Based on Paloma Partners's 13F filing for Q4 2021, filed 14 Feb 2022.