RFA
EG icon

Reilly Financial Advisors’s Everest Group EG Stock Holding History

Reilly Financial 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
2021
Q4 		$6K Buy
+22
New +$5.95K ﹤0.01% 802
2020
Q3 		– Sell
-40
Closed -$8K – 859
2020
Q2 		$8K Sell
40
-5,148
-99% -$1M ﹤0.01% 625
2020
Q1 		$998K Sell
5,188
-5
-0.1% -$1.28K 0.14% 93
2019
Q4 		$1.44M Sell
5,193
-40
-0.8% -$10.6K 0.16% 95
2019
Q3 		$1.39M Sell
5,233
-569
-10% -$144K 0.17% 91
2019
Q2 		$1.43M Sell
5,802
-328
-5% -$78.7K 0.18% 91
2019
Q1 		$1.32M Sell
6,130
-229
-4% -$49.8K 0.17% 95
2018
Q4 		$1.39M Buy
6,359
+479
+8% +$104K 0.2% 93
2018
Q3 		$1.34M Buy
5,880
+948
+19% +$212K 0.18% 93
2018
Q2 		$1.14M Buy
+4,932
New +$1.16M 0.16% 100

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return