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Placemark Investments’s Everest Group EG Stock Holding History

Placemark Investments’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
2014
Q4 		$482K Buy
2,829
+499
+21% +$84.2K 0.01% 1194
2014
Q3 		$376K Buy
2,330
+461
+25% +$74.6K 0.01% 1299
2014
Q2 		$300K Buy
1,869
+435
+30% +$68.8K 0.01% 1384
2014
Q1 		$218K Sell
1,434
-956
-40% -$141K ﹤0.01% 1478
2013
Q4 		$372K Sell
2,390
-27
-1% -$4.12K 0.01% 1254
2013
Q3 		$351K Sell
2,417
-20
-0.8% -$2.71K 0.01% 1261
2013
Q2 		$312K Buy
+2,437
New +$315K 0.01% 1256

Other funds holding EG

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Placemark Investments's EG Position: Q4 2014 in Review

Placemark Investments increased its Everest Group (EG) stake by 21% in Q4 2014, buying an estimated $84.2K and bringing the position to 2,829 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #1194.

Placemark Investments first reported a position in EG in Q2 2013 and has held it in 7 quarters since. 371 funds tracked by Wall St. Rank hold EG as of Q4 2014.

  • Placemark Investments held 2,829 shares of Everest Group worth $482K as of Q4 2014.
  • Placemark Investments bought 499 Everest Group shares in Q4 2014, an estimated $84.2K.
  • Everest Group made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1194 holding.
  • Placemark Investments first reported a position in Everest Group in Q2 2013 and has held it in 7 quarters since.
  • 371 funds tracked by Wall St. Rank held Everest Group as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.