SC
EVER

Sageview Capital’s Everbank Financial Corp EVER Stock Holding History

Sageview Capital’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-10,312,230
Closed -$200M – 4
2016
Q3 		$200M Hold
10,312,230
– – 82.21% 1
2016
Q2 		$153M Hold
10,312,230
– – 87.73% 1
2016
Q1 		$156M Hold
10,312,230
– – 87.13% 1
2015
Q4 		$165M Hold
10,312,230
– – 82.43% 1
2015
Q3 		$199M Hold
10,312,230
– – 75.07% 1
2015
Q2 		$203M Hold
10,312,230
– – 60.68% 1
2015
Q1 		$186M Sell
10,312,230
-2,600,000
-20% -$46.9M 87.48% 1
2014
Q4 		$246M Hold
12,912,230
– – 95.85% 1
2014
Q3 		$228M Hold
12,912,230
– – 86.01% 1
2014
Q2 		$260M Hold
12,912,230
– – 83.69% 1
2014
Q1 		$255M Hold
12,912,230
– – 80.47% 1
2013
Q4 		$237M Hold
12,912,230
– – 67.26% 1
2013
Q3 		$193M Hold
12,912,230
– – 57.83% 1
2013
Q2 		$214M Buy
+12,912,230
New +$204M 58.05% 1

Other funds holding EVER

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sageview Capital's EVER Position: Q4 2016 in Review

Sageview Capital sold out of Everbank Financial Corp (EVER) in Q4 2016, closing a stake of 10,312,230 shares — an estimated $200M sold.

Sageview Capital first reported a position in EVER in Q2 2013 and held it in 14 quarters. The position peaked at $260M in Q2 2014. 150 funds tracked by Wall St. Rank hold EVER as of Q4 2016.

  • Sageview Capital reported no remaining Everbank Financial Corp position as of Q4 2016 after selling out during the quarter.
  • Sageview Capital sold 10,312,230 Everbank Financial Corp shares in Q4 2016, an estimated $200M.
  • Sageview Capital first reported a position in Everbank Financial Corp in Q2 2013 and held it in 14 quarters.
  • Sageview Capital's Everbank Financial Corp position peaked at $260M in Q2 2014.
  • 150 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2016.

Based on Sageview Capital's 13F filing for Q4 2016, filed 14 Feb 2017.