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PDT Partners’s Everest Group EG Stock Holding History

PDT 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
2020
Q1 		– Sell
-3,810
Closed -$1.05M – 708
2019
Q4 		$1.05M Buy
+3,810
New +$1.01M 0.07% 273
2015
Q3 		– Sell
-6,254
Closed -$1.14M – 1342
2015
Q2 		$1.14M Sell
6,254
-15,013
-71% -$2.73M 0.03% 698
2015
Q1 		$3.7M Buy
+21,267
New +$3.74M 0.09% 270
2013
Q3 		– Sell
-4,403
Closed -$565K – 1551
2013
Q2 		$565K Buy
+4,403
New +$569K 0.01% 1014

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

PDT Partners's EG Position: Q1 2020 in Review

PDT Partners sold out of Everest Group (EG) in Q1 2020, closing a stake of 3,810 shares — an estimated $1.05M sold.

PDT Partners first reported a position in EG in Q2 2013 and held it in 4 quarters. The position peaked at $3.7M in Q1 2015. 428 funds tracked by Wall St. Rank hold EG as of Q1 2020.

  • PDT Partners reported no remaining Everest Group position as of Q1 2020 after selling out during the quarter.
  • PDT Partners sold 3,810 Everest Group shares in Q1 2020, an estimated $1.05M.
  • PDT Partners first reported a position in Everest Group in Q2 2013 and held it in 4 quarters.
  • PDT Partners's Everest Group position peaked at $3.7M in Q1 2015.
  • 428 funds tracked by Wall St. Rank held Everest Group as of Q1 2020.

Based on PDT Partners's 13F filing for Q1 2020, filed 15 May 2020.