QI
EG icon

QS Investors’s Everest Group EG Stock Holding History

QS Investors’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
2021
Q2 		$8.45M Sell
33,537
-593
-2% -$154K 0.1% 150
2021
Q1 		$8.46M Buy
34,130
+18,911
+124% +$4.5M 0.1% 158
2020
Q4 		$3.56M Buy
15,219
+146
+1% +$32.2K 0.04% 280
2020
Q3 		$2.98M Buy
15,073
+10,719
+246% +$2.29M 0.04% 282
2020
Q2 		$898K Buy
4,354
+1,600
+58% +$312K 0.01% 755
2020
Q1 		$530K Sell
2,754
-5,844
-68% -$1.49M 0.01% 829
2019
Q4 		$2.39M Sell
8,598
-15,208
-64% -$4.01M 0.02% 538
2019
Q3 		$6.33M Buy
23,806
+182
+0.8% +$46K 0.07% 218
2019
Q2 		$5.84M Buy
23,624
+15,455
+189% +$3.71M 0.06% 228
2019
Q1 		$1.76M Buy
8,169
+560
+7% +$122K 0.02% 652
2018
Q4 		$1.66M Sell
7,609
-21,388
-74% -$4.66M 0.02% 616
2018
Q3 		$6.63M Sell
28,997
-106
-0.4% -$23.7K 0.06% 201
2018
Q2 		$6.71M Sell
29,103
-9
-0% -$2.11K 0.07% 206
2018
Q1 		$7.48M Sell
29,112
-30
-0.1% -$7.2K 0.08% 164
2017
Q4 		$6.45M Sell
29,142
-1,428
-5% -$322K 0.06% 221
2017
Q3 		$6.98M Buy
30,570
+5,864
+24% +$1.48M 0.06% 214
2017
Q2 		$6.29M Buy
24,706
+8,481
+52% +$2.09M 0.05% 229
2017
Q1 		$3.79M Buy
16,225
+14,669
+943% +$3.35M 0.03% 391
2016
Q4 		$337K Buy
1,556
+53
+4% +$10.9K ﹤0.01% 990
2016
Q3 		$286K Buy
1,503
+352
+31% +$66.2K ﹤0.01% 1022
2016
Q2 		$210K Buy
1,151
+220
+24% +$40.4K ﹤0.01% 1087
2016
Q1 		$184K Buy
931
+58
+7% +$10.7K ﹤0.01% 1097
2015
Q4 		$160K Buy
873
+209
+31% +$38K ﹤0.01% 1135
2015
Q3 		$115K Sell
664
-590
-47% -$107K ﹤0.01% 1186
2015
Q2 		$228K Sell
1,254
-5,267
-81% -$958K ﹤0.01% 1038
2015
Q1 		$1.14M Sell
6,521
-887
-12% -$156K 0.01% 714
2014
Q4 		$1.26M Buy
+7,408
New +$1.25M 0.01% 678
2014
Q1 		– Sell
-72,600
Closed -$11.3M – 608
2013
Q4 		$11.3M Buy
72,600
+19,600
+37% +$2.99M 0.43% 80
2013
Q3 		$7.71M Buy
53,000
+16,700
+46% +$2.26M 0.33% 88
2013
Q2 		$4.66M Buy
+36,300
New +$4.69M 0.16% 176

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

QS Investors's EG Position: Q2 2021 in Review

QS Investors reduced its Everest Group (EG) stake by 1.7% in Q2 2021, selling an estimated $154K and leaving 33,537 shares worth $8.45M. The position accounts for 0.1% of the portfolio, ranked #150.

QS Investors first reported a position in EG in Q2 2013 and has held it in 30 quarters since. The position peaked at $11.3M in Q4 2013. 454 funds tracked by Wall St. Rank hold EG as of Q2 2021.

  • QS Investors held 33,537 shares of Everest Group worth $8.45M as of Q2 2021.
  • QS Investors sold 593 Everest Group shares in Q2 2021, an estimated $154K.
  • Everest Group made up 0.1% of QS Investors's portfolio in Q2 2021, its #150 holding.
  • QS Investors first reported a position in Everest Group in Q2 2013 and has held it in 30 quarters since.
  • QS Investors's Everest Group position peaked at $11.3M in Q4 2013.
  • 454 funds tracked by Wall St. Rank held Everest Group as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.