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Robert N. Shapiro’s Everest Group EG Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$193K Sell
1,132
-903
-44% -$152K 0.04% 263
2014
Q3 		$330K Buy
2,035
+394
+24% +$63.8K 0.06% 218
2014
Q2 		$263K Sell
1,641
-299
-15% -$47.3K 0.05% 240
2014
Q1 		$297K Sell
1,940
-592
-23% -$87.4K 0.05% 226
2013
Q4 		$394K Buy
2,532
+1,425
+129% +$218K 0.07% 201
2013
Q3 		$161K Buy
1,107
+432
+64% +$58.5K 0.03% 303
2013
Q2 		$87K Buy
+675
New +$87.3K 0.02% 425

Other funds holding EG

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Robert N. Shapiro's EG Position: Q4 2014 in Review

Robert N. Shapiro reduced its Everest Group (EG) stake by 44% in Q4 2014, selling an estimated $152K and leaving 1,132 shares worth $193K. The position accounts for 0.04% of the portfolio, ranked #263.

Robert N. Shapiro first reported a position in EG in Q2 2013 and has held it in 7 quarters since. The position peaked at $394K in Q4 2013. 371 funds tracked by Wall St. Rank hold EG as of Q4 2014.

  • Robert N. Shapiro held 1,132 shares of Everest Group worth $193K as of Q4 2014.
  • Robert N. Shapiro sold 903 Everest Group shares in Q4 2014, an estimated $152K.
  • Everest Group made up 0.04% of Robert N. Shapiro's portfolio in Q4 2014, its #263 holding.
  • Robert N. Shapiro first reported a position in Everest Group in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Everest Group position peaked at $394K in Q4 2013.
  • 371 funds tracked by Wall St. Rank held Everest Group as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.