Redpoint Investment Management’s Everest Group EG Stock Holding History

Redpoint 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
2022 Q3	$315K	Sell	1,201 -451	-27%	-$122K	0.05%	440
2022 Q2	$463K	Buy	1,652 +387	+31%	+$109K	0.05%	389
2022 Q1	$381K	Hold	1,265	–	–	0.04%	500
2021 Q4	$347K	Hold	1,265	–	–	0.03%	537
2021 Q3	$317K	Hold	1,265	–	–	0.03%	554
2021 Q2	$319K	Sell	1,265 -138	-10%	-$35.9K	0.03%	573
2021 Q1	$348K	Sell	1,403 -427	-23%	-$102K	0.03%	534
2020 Q4	$428K	Hold	1,830	–	–	0.04%	392
2020 Q3	$361K	Buy	1,830 +314	+21%	+$67.2K	0.04%	434
2020 Q2	$313K	Buy	+1,516	New	+$295K	0.02%	491
2020 Q1	–	Sell	-814	Closed	-$225K	–	559
2019 Q4	$225K	Hold	814	–	–	0.01%	575
2019 Q3	$217K	Hold	814	–	–	0.01%	565
2019 Q2	$201K	Buy	+814	New	+$195K	0.01%	584
2019 Q1	–	Sell	-1,769	Closed	-$385K	–	588
2018 Q4	$385K	Sell	1,769 -3,542	-67%	-$772K	0.02%	455
2018 Q3	$1.21M	Sell	5,311 -310	-6%	-$69.4K	0.06%	345
2018 Q2	$1.3M	Hold	5,621	–	–	0.07%	337
2018 Q1	$1.44M	Sell	5,621 -4,362	-44%	-$1.05M	0.08%	305
2017 Q4	$2.21M	Buy	+9,983	New	+$2.25M	0.12%	227

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

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

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Redpoint Investment Management's EG Position: Q3 2022 in Review

Redpoint Investment Management reduced its Everest Group (EG) stake by 27% in Q3 2022, selling an estimated $122K and leaving 1,201 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #440.

Redpoint Investment Management first reported a position in EG in Q4 2017 and has held it in 18 quarters since. The position peaked at $2.21M in Q4 2017. 511 funds tracked by Wall St. Rank hold EG as of Q3 2022.

Redpoint Investment Management held 1,201 shares of Everest Group worth $315K as of Q3 2022.
Redpoint Investment Management sold 451 Everest Group shares in Q3 2022, an estimated $122K.
Everest Group made up 0.05% of Redpoint Investment Management's portfolio in Q3 2022, its #440 holding.
Redpoint Investment Management first reported a position in Everest Group in Q4 2017 and has held it in 18 quarters since.
Redpoint Investment Management's Everest Group position peaked at $2.21M in Q4 2017.
511 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on Redpoint Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.