Rehmann Capital Advisory Group’s Everest Group EG Stock Holding History

Rehmann Capital Advisory Group’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 Q1	–	Sell	-3,705	Closed	-$867K	–	519
2020 Q4	$867K	Buy	3,705 +25	+0.7%	+$5.52K	0.1%	175
2020 Q3	$727K	Sell	3,680 -13	-0.4%	-$2.78K	0.09%	188
2020 Q2	$762K	Buy	+3,693	New	+$719K	0.1%	173
2019 Q3	–	Sell	-86	Closed	-$21.4K	–	1774
2019 Q2	$21.4K	Hold	86	–	–	﹤0.01%	1125
2019 Q1	$18.7K	Hold	86	–	–	﹤0.01%	1140
2018 Q4	$18.8K	Hold	86	–	–	﹤0.01%	878
2018 Q3	$19.7K	Sell	86 -812	-90%	-$182K	﹤0.01%	1129
2018 Q2	$207K	Buy	+898	New	+$211K	0.03%	366

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Rehmann Capital Advisory Group's EG Position: Q1 2021 in Review

Rehmann Capital Advisory Group sold out of Everest Group (EG) in Q1 2021, closing a stake of 3,705 shares — an estimated $867K sold.

Rehmann Capital Advisory Group first reported a position in EG in Q2 2018 and held it in 8 quarters. The position peaked at $867K in Q4 2020. 464 funds tracked by Wall St. Rank hold EG as of Q1 2021.

Rehmann Capital Advisory Group reported no remaining Everest Group position as of Q1 2021 after selling out during the quarter.
Rehmann Capital Advisory Group sold 3,705 Everest Group shares in Q1 2021, an estimated $867K.
Rehmann Capital Advisory Group first reported a position in Everest Group in Q2 2018 and held it in 8 quarters.
Rehmann Capital Advisory Group's Everest Group position peaked at $867K in Q4 2020.
464 funds tracked by Wall St. Rank held Everest Group as of Q1 2021.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2021, filed 26 May 2021.