Price Wealth’s Everest Group EG Stock Holding History

Price Wealth’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 Q1	–	Sell	-5	Closed	-$1K	–	439
2019 Q4	$1K	Sell	5 -1	-17%	-$264	﹤0.01%	297
2019 Q3	$2K	Hold	6	–	–	﹤0.01%	246
2019 Q2	$1K	Buy	+6	New	+$1.44K	﹤0.01%	267

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Price Wealth's EG Position: Q1 2020 in Review

Price Wealth sold out of Everest Group (EG) in Q1 2020, closing a stake of 5 shares — an estimated $1K sold.

Price Wealth first reported a position in EG in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 428 funds tracked by Wall St. Rank hold EG as of Q1 2020.

Price Wealth reported no remaining Everest Group position as of Q1 2020 after selling out during the quarter.
Price Wealth sold 5 Everest Group shares in Q1 2020, an estimated $1K.
Price Wealth first reported a position in Everest Group in Q2 2019 and held it in 3 quarters.
Price Wealth's Everest Group position peaked at $2K in Q3 2019.
428 funds tracked by Wall St. Rank held Everest Group as of Q1 2020.

Based on Price Wealth's 13F filing for Q1 2020, filed 16 Apr 2020.