SKK
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Shepherd Kaplan Krochuk’s Everest Group EG Stock Holding History

Shepherd Kaplan Krochuk’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
Q3 		– Sell
-1,796
Closed -$289K – 569
2014
Q2 		$289K Buy
+1,796
New +$284K 0.03% 370
2013
Q4 		– Sell
-1,854
Closed -$270K – 560
2013
Q3 		$270K Buy
+1,854
New +$251K 0.04% 329

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Shepherd Kaplan Krochuk's EG Position: Q3 2014 in Review

Shepherd Kaplan Krochuk sold out of Everest Group (EG) in Q3 2014, closing a stake of 1,796 shares — an estimated $289K sold.

Shepherd Kaplan Krochuk first reported a position in EG in Q3 2013 and held it in 2 quarters. The position peaked at $289K in Q2 2014. 341 funds tracked by Wall St. Rank hold EG as of Q3 2014.

  • Shepherd Kaplan Krochuk reported no remaining Everest Group position as of Q3 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 1,796 Everest Group shares in Q3 2014, an estimated $289K.
  • Shepherd Kaplan Krochuk first reported a position in Everest Group in Q3 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Everest Group position peaked at $289K in Q2 2014.
  • 341 funds tracked by Wall St. Rank held Everest Group as of Q3 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2014, filed 13 Nov 2014.