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 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 $3.37T AUM 44.26% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Reilly Financial Advisors's EG Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Everest Group (EG) in Q4 2021: 22 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in EG as recently as Q2 2020.

Reilly Financial Advisors first reported a position in EG in Q2 2018 and has held it in 10 quarters since. The position peaked at $1.44M in Q4 2019. 479 funds tracked by Wall St. Rank hold EG as of Q4 2021.

Reilly Financial Advisors held 22 shares of Everest Group worth $6K as of Q4 2021.
Everest Group was a new Reilly Financial Advisors position in Q4 2021.
Everest Group made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #802 holding.
Reilly Financial Advisors first reported a position in Everest Group in Q2 2018 and has held it in 10 quarters since.
Reilly Financial Advisors's Everest Group position peaked at $1.44M in Q4 2019.
479 funds tracked by Wall St. Rank held Everest Group as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.