Segall Bryant & Hamill’s Everest Group EG Stock Holding History

Segall Bryant & Hamill’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 Q2	–	Sell	-4,762	Closed	-$917K	–	788
2020 Q1	$917K	Sell	4,762 -227	-5%	-$58K	0.02%	462
2019 Q4	$1.38M	Sell	4,989 -3,208	-39%	-$846K	0.02%	461
2019 Q3	$2.18M	Sell	8,197 -176	-2%	-$44.4K	0.03%	392
2019 Q2	$2.07M	Sell	8,373 -4,208	-33%	-$1.01M	0.03%	401
2019 Q1	$2.72M	Buy	12,581 +195	+2%	+$42.4K	0.04%	363
2018 Q4	$2.7M	Sell	12,386 -677	-5%	-$147K	0.05%	344
2018 Q3	$2.98M	Buy	13,063 +1,324	+11%	+$296K	0.04%	370
2018 Q2	$2.71M	Buy	+11,739	New	+$2.76M	0.04%	389

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Segall Bryant & Hamill's EG Position: Q2 2020 in Review

Segall Bryant & Hamill sold out of Everest Group (EG) in Q2 2020, closing a stake of 4,762 shares — an estimated $917K sold.

Segall Bryant & Hamill first reported a position in EG in Q2 2018 and held it in 8 quarters. The position peaked at $2.98M in Q3 2018. 425 funds tracked by Wall St. Rank hold EG as of Q2 2020.

Segall Bryant & Hamill reported no remaining Everest Group position as of Q2 2020 after selling out during the quarter.
Segall Bryant & Hamill sold 4,762 Everest Group shares in Q2 2020, an estimated $917K.
Segall Bryant & Hamill first reported a position in Everest Group in Q2 2018 and held it in 8 quarters.
Segall Bryant & Hamill's Everest Group position peaked at $2.98M in Q3 2018.
425 funds tracked by Wall St. Rank held Everest Group as of Q2 2020.

Based on Segall Bryant & Hamill's 13F filing for Q2 2020, filed 14 Aug 2020.