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People's United Financial’s Everest Group EG Stock Holding History

People's United Financial’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
Q1 		$236K Sell
784
-186
-19% -$53.4K 0.01% 573
2021
Q4 		$266K Sell
970
-522
-35% -$141K 0.01% 608
2021
Q3 		$374K Sell
1,492
-16
-1% -$4.1K 0.01% 571
2021
Q2 		$380K Buy
1,508
+157
+12% +$40.9K 0.01% 562
2021
Q1 		$335K Buy
1,351
+53
+4% +$12.6K 0.01% 568
2020
Q4 		$304K Sell
1,298
-138
-10% -$30.5K 0.01% 563
2020
Q3 		$284K Sell
1,436
-369
-20% -$79K 0.01% 538
2020
Q2 		$372K Buy
1,805
+6
+0.3% +$1.17K 0.01% 480
2020
Q1 		$346K Sell
1,799
-428
-19% -$109K 0.01% 445
2019
Q4 		$617K Hold
2,227
– – 0.02% 453
2019
Q3 		$593K Sell
2,227
-21
-0.9% -$5.3K 0.02% 476
2019
Q2 		$556K Sell
2,248
-189
-8% -$45.4K 0.02% 518
2019
Q1 		$526K Buy
2,437
+40
+2% +$8.71K 0.02% 510
2018
Q4 		$522K Buy
2,397
+55
+2% +$12K 0.02% 497
2018
Q3 		$535K Sell
2,342
-49
-2% -$11K 0.02% 485
2018
Q2 		$551K Sell
2,391
-27
-1% -$6.34K 0.01% 564
2018
Q1 		$621K Sell
2,418
-253
-9% -$60.7K 0.02% 472
2017
Q4 		$591K Buy
+2,671
New +$602K 0.02% 488
2016
Q2 		– Sell
-1,100
Closed -$217K – 891
2016
Q1 		$217K Hold
1,100
– – 0.01% 431
2015
Q4 		$201K Buy
+1,100
New +$200K 0.01% 447
2015
Q3 		– Sell
-1,100
Closed -$200K – 886
2015
Q2 		$200K Buy
+1,100
New +$200K 0.01% 441

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 $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 $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

People's United Financial's EG Position: Q1 2022 in Review

People's United Financial reduced its Everest Group (EG) stake by 19% in Q1 2022, selling an estimated $53.4K and leaving 784 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #573.

People's United Financial first reported a position in EG in Q2 2015 and has held it in 21 quarters since. The position peaked at $621K in Q1 2018. 514 funds tracked by Wall St. Rank hold EG as of Q1 2022.

  • People's United Financial held 784 shares of Everest Group worth $236K as of Q1 2022.
  • People's United Financial sold 186 Everest Group shares in Q1 2022, an estimated $53.4K.
  • Everest Group made up 0.01% of People's United Financial's portfolio in Q1 2022, its #573 holding.
  • People's United Financial first reported a position in Everest Group in Q2 2015 and has held it in 21 quarters since.
  • People's United Financial's Everest Group position peaked at $621K in Q1 2018.
  • 514 funds tracked by Wall St. Rank held Everest Group as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.