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Pettee Investors’s Everest Group EG Stock Holding History

Pettee Investors’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
2018
Q2 		– Sell
-2,030
Closed -$521K – 114
2018
Q1 		$521K Buy
2,030
+173
+9% +$41.5K 0.32% 86
2017
Q4 		$411K Sell
1,857
-1,085
-37% -$245K 0.25% 97
2017
Q3 		$672K Buy
+2,942
New +$742K 0.43% 65

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pettee Investors's EG Position: Q2 2018 in Review

Pettee Investors sold out of Everest Group (EG) in Q2 2018, closing a stake of 2,030 shares — an estimated $521K sold.

Pettee Investors first reported a position in EG in Q3 2017 and held it in 3 quarters. The position peaked at $672K in Q3 2017. 439 funds tracked by Wall St. Rank hold EG as of Q2 2018.

  • Pettee Investors reported no remaining Everest Group position as of Q2 2018 after selling out during the quarter.
  • Pettee Investors sold 2,030 Everest Group shares in Q2 2018, an estimated $521K.
  • Pettee Investors first reported a position in Everest Group in Q3 2017 and held it in 3 quarters.
  • Pettee Investors's Everest Group position peaked at $672K in Q3 2017.
  • 439 funds tracked by Wall St. Rank held Everest Group as of Q2 2018.

Based on Pettee Investors's 13F filing for Q2 2018, filed 15 Aug 2018.