Princeton Alpha Management’s Everest Group EG Stock Holding History

Princeton Alpha Management’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
2017 Q1	–	Sell	-1,632	Closed	-$353K	–	600
2016 Q4	$353K	Buy	+1,632	New	+$336K	0.07%	406
2016 Q3	–	Sell	-6,377	Closed	-$1.17M	–	797
2016 Q2	$1.17M	Buy	6,377 +2,852	+81%	+$524K	0.21%	137
2016 Q1	$696K	Buy	+3,525	New	+$651K	0.11%	257
2015 Q4	–	Sell	-6,126	Closed	-$1.06M	–	769
2015 Q3	$1.06M	Buy	6,126 +3,023	+97%	+$547K	0.22%	121
2015 Q2	$565K	Buy	+3,103	New	+$565K	0.11%	275
2014 Q1	–	Sell	-2,305	Closed	-$359K	–	640
2013 Q4	$359K	Buy	+2,305	New	+$352K	0.26%	132

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Princeton Alpha Management's EG Position: Q1 2017 in Review

Princeton Alpha Management sold out of Everest Group (EG) in Q1 2017, closing a stake of 1,632 shares — an estimated $353K sold.

Princeton Alpha Management first reported a position in EG in Q4 2013 and held it in 6 quarters. The position peaked at $1.17M in Q2 2016. 388 funds tracked by Wall St. Rank hold EG as of Q1 2017.

Princeton Alpha Management reported no remaining Everest Group position as of Q1 2017 after selling out during the quarter.
Princeton Alpha Management sold 1,632 Everest Group shares in Q1 2017, an estimated $353K.
Princeton Alpha Management first reported a position in Everest Group in Q4 2013 and held it in 6 quarters.
Princeton Alpha Management's Everest Group position peaked at $1.17M in Q2 2016.
388 funds tracked by Wall St. Rank held Everest Group as of Q1 2017.

Based on Princeton Alpha Management's 13F filing for Q1 2017, filed 3 May 2017.