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Rampart Investment Management’s Everest Group EG Stock Holding History

Rampart Investment 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
2020
Q3 		– Sell
-309
Closed -$64K – 443
2020
Q2 		$64K Buy
309
+6
+2% +$1.17K 0.01% 492
2020
Q1 		$58K Sell
303
-18,779
-98% -$4.8M 0.03% 422
2019
Q4 		$5.28M Sell
19,082
-1,050
-5% -$277K 0.64% 40
2019
Q3 		$5.36M Sell
20,132
-3,834
-16% -$968K 0.66% 35
2019
Q2 		$5.92M Buy
23,966
+23,598
+6,413% +$5.66M 0.7% 30
2019
Q1 		$79K Sell
368
-23
-6% -$5.01K 0.01% 524
2018
Q4 		$85K Sell
391
-459
-54% -$100K 0.02% 442
2018
Q3 		$93.5K Buy
850
+434
+104% +$97.1K 0.04% 412
2018
Q2 		$96K Sell
416
-675
-62% -$158K 0.01% 508
2018
Q1 		$280K Buy
1,091
+532
+95% +$128K 0.03% 412
2017
Q4 		$124K Buy
559
+53
+10% +$12K 0.05% 388
2017
Q3 		$116K Buy
+506
New +$128K 0.04% 445

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 $113B AUM 38.87% 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

Rampart Investment Management's EG Position: Q3 2020 in Review

Rampart Investment Management sold out of Everest Group (EG) in Q3 2020, closing a stake of 309 shares — an estimated $64K sold.

Rampart Investment Management first reported a position in EG in Q3 2017 and held it in 12 quarters. The position peaked at $5.92M in Q2 2019. 433 funds tracked by Wall St. Rank hold EG as of Q3 2020.

  • Rampart Investment Management reported no remaining Everest Group position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 309 Everest Group shares in Q3 2020, an estimated $64K.
  • Rampart Investment Management first reported a position in Everest Group in Q3 2017 and held it in 12 quarters.
  • Rampart Investment Management's Everest Group position peaked at $5.92M in Q2 2019.
  • 433 funds tracked by Wall St. Rank held Everest Group as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.