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Richard Pzena’s Everest Group EG Stock Holding History

Richard Pzena’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
Q1 		– Sell
-116,954
Closed -$32.4M – 172
2019
Q4 		$32.4M Buy
116,954
+25,779
+28% +$6.8M 0.15% 99
2019
Q3 		$24.3M Buy
91,175
+77
+0.1% +$19.4K 0.13% 101
2019
Q2 		$22.5M Buy
91,098
+73
+0.1% +$17.5K 0.12% 103
2019
Q1 		$19.7M Hold
91,025
– – 0.11% 110
2018
Q4 		$19.8M Hold
91,025
– – 0.12% 109
2018
Q3 		$20.8M Hold
91,025
– – 0.1% 107
2018
Q2 		$21M Hold
91,025
– – 0.11% 117
2018
Q1 		$23.4M Sell
91,025
-43
-0% -$10.3K 0.12% 111
2017
Q4 		$20.1M Sell
91,068
-31
-0% -$6.99K 0.1% 112
2017
Q3 		$20.8M Sell
91,099
-95
-0.1% -$23.9K 0.11% 115
2017
Q2 		$23.2M Sell
91,194
-1,256
-1% -$310K 0.13% 112
2017
Q1 		$21.6M Sell
92,450
-210
-0.2% -$48K 0.12% 112
2016
Q4 		$20.1M Buy
92,660
+957
+1% +$197K 0.11% 109
2016
Q3 		$17.4M Buy
91,703
+14
+0% +$2.63K 0.11% 118
2016
Q2 		$16.7M Buy
91,689
+53
+0.1% +$9.74K 0.1% 123
2016
Q1 		$18.1M Buy
91,636
+13,595
+17% +$2.51M 0.11% 118
2015
Q4 		$14.3M Buy
78,041
+6,441
+9% +$1.17M 0.09% 123
2015
Q3 		$12.4M Hold
71,600
– – 0.08% 131
2015
Q2 		$13M Sell
71,600
-60
-0.1% -$10.9K 0.07% 128
2015
Q1 		$12.5M Buy
71,660
+60
+0.1% +$10.5K 0.07% 126
2014
Q4 		$12.2M Hold
71,600
– – 0.07% 127
2014
Q3 		$11.6M Buy
71,600
+24,675
+53% +$4M 0.06% 126
2014
Q2 		$7.53M Buy
46,925
+29,125
+164% +$4.61M 0.04% 134
2014
Q1 		$2.72M Buy
+17,800
New +$2.63M 0.02% 130

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Richard Pzena's EG Position: Q1 2020 in Review

Richard Pzena sold out of Everest Group (EG) in Q1 2020, closing a stake of 116,954 shares — an estimated $32.4M sold.

Richard Pzena first reported a position in EG in Q1 2014 and held it in 24 quarters. The position peaked at $32.4M in Q4 2019. 429 funds tracked by Wall St. Rank hold EG as of Q1 2020.

  • Richard Pzena reported no remaining Everest Group position as of Q1 2020 after selling out during the quarter.
  • Richard Pzena sold 116,954 Everest Group shares in Q1 2020, an estimated $32.4M.
  • Richard Pzena first reported a position in Everest Group in Q1 2014 and held it in 24 quarters.
  • Richard Pzena's Everest Group position peaked at $32.4M in Q4 2019.
  • 429 funds tracked by Wall St. Rank held Everest Group as of Q1 2020.

Based on Pzena Investment Management's 13F filing for Q1 2020, filed 1 May 2020.