QCM Cayman’s Everest Group EG Stock Holding History

QCM Cayman’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
2018 Q3	–	Sell	-906	Closed	-$209K	–	136
2018 Q2	$209K	Buy	+906	New	+$213K	0.97%	52
2017 Q4	–	Sell	-1,005	Closed	-$230K	–	150
2017 Q3	$230K	Buy	+1,005	New	+$253K	0.59%	90

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

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

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CIP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

QCM Cayman's EG Position: Q3 2018 in Review

QCM Cayman sold out of Everest Group (EG) in Q3 2018, closing a stake of 906 shares — an estimated $209K sold.

QCM Cayman first reported a position in EG in Q3 2017 and held it in 2 quarters. The position peaked at $230K in Q3 2017. 405 funds tracked by Wall St. Rank hold EG as of Q3 2018.

QCM Cayman reported no remaining Everest Group position as of Q3 2018 after selling out during the quarter.
QCM Cayman sold 906 Everest Group shares in Q3 2018, an estimated $209K.
QCM Cayman first reported a position in Everest Group in Q3 2017 and held it in 2 quarters.
QCM Cayman's Everest Group position peaked at $230K in Q3 2017.
405 funds tracked by Wall St. Rank held Everest Group as of Q3 2018.

Based on QCM Cayman's 13F filing for Q3 2018, filed 14 Nov 2018.