Proficio Capital Partners’s Everest Group EG Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-12	Closed	-$3K	–	547
2019 Q2	$3K	Sell	12 -10	-45%	-$2.4K	﹤0.01%	1381
2019 Q1	$5K	Buy	22 +6	+38%	+$1.31K	﹤0.01%	1099
2018 Q4	$3K	Hold	16	–	–	﹤0.01%	942
2018 Q3	$4K	Hold	16	–	–	﹤0.01%	983
2018 Q2	$4K	Sell	16 -2	-11%	-$470	﹤0.01%	1015
2018 Q1	$5K	Hold	18	–	–	﹤0.01%	998
2017 Q4	$4K	Sell	18 -21	-54%	-$4.74K	﹤0.01%	1009
2017 Q3	$9K	Sell	39 -166	-81%	-$41.8K	﹤0.01%	814
2017 Q2	$54K	Sell	205 -36	-15%	-$8.89K	0.02%	366
2017 Q1	$60K	Buy	241 +91	+61%	+$20.8K	0.03%	339
2016 Q4	$32K	Sell	150 -4	-3%	-$824	0.01%	347
2016 Q3	$29K	Buy	154 +131	+570%	+$24.6K	0.02%	364
2016 Q2	$4K	Buy	+23	New	+$4.23K	﹤0.01%	727
2016 Q1	–	Sell	-10	Closed	-$2K	–	1083
2015 Q4	$2K	Buy	+10	New	+$1.82K	﹤0.01%	641

Other funds holding EG

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VVP

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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Proficio Capital Partners's EG Position: Q3 2019 in Review

Proficio Capital Partners sold out of Everest Group (EG) in Q3 2019, closing a stake of 12 shares — an estimated $3K sold.

Proficio Capital Partners first reported a position in EG in Q4 2015 and held it in 14 quarters. The position peaked at $60K in Q1 2017. 437 funds tracked by Wall St. Rank hold EG as of Q3 2019.

Proficio Capital Partners reported no remaining Everest Group position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 12 Everest Group shares in Q3 2019, an estimated $3K.
Proficio Capital Partners first reported a position in Everest Group in Q4 2015 and held it in 14 quarters.
Proficio Capital Partners's Everest Group position peaked at $60K in Q1 2017.
437 funds tracked by Wall St. Rank held Everest Group as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.