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Procyon Advisors’s Everest Group EG Stock Holding History

Procyon Advisors’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 		– Sell
-128
Closed -$26K – 424
2020
Q2 		$26K Buy
128
+2
+2% +$389 0.01% 495
2020
Q1 		$24K Hold
126
– – 0.02% 445
2019
Q4 		$35K Buy
+126
New +$33.2K 0.02% 399

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Procyon Advisors's EG Position: Q3 2020 in Review

Procyon Advisors sold out of Everest Group (EG) in Q3 2020, closing a stake of 128 shares — an estimated $26K sold.

Procyon Advisors first reported a position in EG in Q4 2019 and held it in 3 quarters. The position peaked at $35K in Q4 2019. 432 funds tracked by Wall St. Rank hold EG as of Q3 2020.

  • Procyon Advisors reported no remaining Everest Group position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 128 Everest Group shares in Q3 2020, an estimated $26K.
  • Procyon Advisors first reported a position in Everest Group in Q4 2019 and held it in 3 quarters.
  • Procyon Advisors's Everest Group position peaked at $35K in Q4 2019.
  • 432 funds tracked by Wall St. Rank held Everest Group as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.