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Pendal Group’s Everest Group EG Stock Holding History

Pendal Group’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
2022
Q4 		– Sell
-2,345
Closed -$615K – 498
2022
Q3 		$615K Sell
2,345
-1,257
-35% -$340K 0.01% 321
2022
Q2 		$1.01M Sell
3,602
-5,699
-61% -$1.61M 0.01% 275
2022
Q1 		$2.8M Buy
9,301
+1,582
+20% +$454K 0.02% 205
2021
Q4 		$2.11M Buy
7,719
+1,699
+28% +$459K 0.02% 239
2021
Q3 		$1.51M Buy
6,020
+1,329
+28% +$341K 0.01% 267
2021
Q2 		$1.18M Sell
4,691
-1,185
-20% -$308K 0.01% 320
2021
Q1 		$1.46M Sell
5,876
-4,552
-44% -$1.08M 0.01% 264
2020
Q4 		$2.44M Buy
10,428
+8,468
+432% +$1.87M 0.03% 190
2020
Q3 		$387K Buy
+1,960
New +$420K ﹤0.01% 341
2020
Q2 		– Sell
-21,010
Closed -$4.04M – 455
2020
Q1 		$4.04M Buy
21,010
+12,587
+149% +$3.21M 0.07% 102
2019
Q4 		$2.33M Buy
8,423
+2,503
+42% +$660K 0.03% 188
2019
Q3 		$1.58M Buy
+5,920
New +$1.49M 0.02% 237
2018
Q3 		– Sell
-2,766
Closed -$638K – 464
2018
Q2 		$638K Sell
2,766
-2,753
-50% -$646K 0.01% 349
2018
Q1 		$1.42M Buy
5,519
+341
+7% +$81.8K 0.02% 280
2017
Q4 		$1.15M Sell
5,178
-16,512
-76% -$3.72M 0.01% 282
2017
Q3 		$4.96M Sell
21,690
-24,342
-53% -$6.14M 0.06% 171
2017
Q2 		$11.7M Buy
+46,032
New +$11.4M 0.17% 100

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Pendal Group's EG Position: Q4 2022 in Review

Pendal Group sold out of Everest Group (EG) in Q4 2022, closing a stake of 2,345 shares — an estimated $615K sold.

Pendal Group first reported a position in EG in Q2 2017 and held it in 17 quarters. The position peaked at $11.7M in Q2 2017. 557 funds tracked by Wall St. Rank hold EG as of Q4 2022.

  • Pendal Group reported no remaining Everest Group position as of Q4 2022 after selling out during the quarter.
  • Pendal Group sold 2,345 Everest Group shares in Q4 2022, an estimated $615K.
  • Pendal Group first reported a position in Everest Group in Q2 2017 and held it in 17 quarters.
  • Pendal Group's Everest Group position peaked at $11.7M in Q2 2017.
  • 557 funds tracked by Wall St. Rank held Everest Group as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.