Polar Capital’s Everest Group EG Stock Holding History

Polar Capital’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 Q3	$43M	Buy	217,840 +36	+0%	+$7.71K	0.32%	87
2020 Q2	$44.9M	Buy	217,804 +304	+0.1%	+$59.2K	0.39%	80
2020 Q1	$41.9M	Buy	217,500 +8,750	+4%	+$2.23M	0.45%	64
2019 Q4	$57.8M	Buy	208,750 +8,750	+4%	+$2.31M	0.5%	55
2019 Q3	$53.2M	Buy	200,000 +30,000	+18%	+$7.57M	0.48%	66
2019 Q2	$42M	Buy	170,000 +40,000	+31%	+$9.6M	0.37%	95
2019 Q1	$28.1M	Buy	130,000 +13,000	+11%	+$2.83M	0.26%	129
2018 Q4	$25.5M	Sell	117,000 -13,000	-10%	-$2.83M	0.27%	117
2018 Q3	$29.7M	Buy	130,000 +32,500	+33%	+$7.27M	0.25%	120
2018 Q2	$22.5K	Buy	97,500 +5,000	+5%	+$1.17M	0.14%	145
2018 Q1	$23.8M	Buy	+92,500	New	+$22.2M	0.24%	130

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Polar Capital's EG Position: Q3 2020 in Review

Polar Capital increased its Everest Group (EG) stake by 0.02% in Q3 2020, buying an estimated $7.71K and bringing the position to 217,840 shares worth $43M. The position accounts for 0.32% of the portfolio, ranked #87.

Polar Capital first reported a position in EG in Q1 2018 and has held it in 11 quarters since. The position peaked at $57.8M in Q4 2019. 432 funds tracked by Wall St. Rank hold EG as of Q3 2020.

Polar Capital held 217,840 shares of Everest Group worth $43M as of Q3 2020.
Polar Capital bought 36 Everest Group shares in Q3 2020, an estimated $7.71K.
Everest Group made up 0.32% of Polar Capital's portfolio in Q3 2020, its #87 holding.
Polar Capital first reported a position in Everest Group in Q1 2018 and has held it in 11 quarters since.
Polar Capital's Everest Group position peaked at $57.8M in Q4 2019.
432 funds tracked by Wall St. Rank held Everest Group as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.