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Rational Advisors’s Everest Group EG Stock Holding History

Rational 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
Q4 		– Sell
-468
Closed -$92K – 323
2020
Q3 		$92K Buy
+468
New +$100K 0.04% 163
2017
Q4 		– Sell
-400
Closed -$91K – 298
2017
Q3 		$91K Buy
+400
New +$101K 0.05% 248
2013
Q4 		$195K Sell
1,249
-5,140
-80% -$785K 0.02% 485
2013
Q3 		$929K Sell
6,389
-52
-0.8% -$7.05K 0.07% 327
2013
Q2 		$826K Buy
+6,441
New +$833K 0.07% 334

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Rational Advisors's EG Position: Q4 2020 in Review

Rational Advisors sold out of Everest Group (EG) in Q4 2020, closing a stake of 468 shares — an estimated $92K sold.

Rational Advisors first reported a position in EG in Q2 2013 and held it in 5 quarters. The position peaked at $929K in Q3 2013. 439 funds tracked by Wall St. Rank hold EG as of Q4 2020.

  • Rational Advisors reported no remaining Everest Group position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 468 Everest Group shares in Q4 2020, an estimated $92K.
  • Rational Advisors first reported a position in Everest Group in Q2 2013 and held it in 5 quarters.
  • Rational Advisors's Everest Group position peaked at $929K in Q3 2013.
  • 439 funds tracked by Wall St. Rank held Everest Group as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.