Silvercrest Asset Management’s Everest Group EG Stock Holding History

Silvercrest Asset Management’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	-1,648	Closed	-$456K	–	732
2019 Q4	$456K	Buy	+1,648	New	+$435K	﹤0.01%	609
2018 Q2	–	Sell	-810	Closed	-$208K	–	564
2018 Q1	$208K	Sell	810 -100	-11%	-$24K	﹤0.01%	522
2017 Q4	$201K	Hold	910	–	–	﹤0.01%	540
2017 Q3	$208K	Sell	910 -50	-5%	-$12.6K	﹤0.01%	525
2017 Q2	$244K	Buy	960 +10	+1%	+$2.47K	﹤0.01%	492
2017 Q1	$222K	Sell	950 -173	-15%	-$39.5K	﹤0.01%	537
2016 Q4	$243K	Sell	1,123 -77	-6%	-$15.9K	﹤0.01%	526
2016 Q3	$228K	Hold	1,200	–	–	﹤0.01%	500
2016 Q2	$219K	Sell	1,200 -40	-3%	-$7.35K	﹤0.01%	518
2016 Q1	$245K	Hold	1,240	–	–	﹤0.01%	496
2015 Q4	$227K	Hold	1,240	–	–	﹤0.01%	519
2015 Q3	$215K	Hold	1,240	–	–	﹤0.01%	451
2015 Q2	$226K	Hold	1,240	–	–	﹤0.01%	476
2015 Q1	$216K	Buy	+1,240	New	+$218K	﹤0.01%	459

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Silvercrest Asset Management's EG Position: Q1 2020 in Review

Silvercrest Asset Management sold out of Everest Group (EG) in Q1 2020, closing a stake of 1,648 shares — an estimated $456K sold.

Silvercrest Asset Management first reported a position in EG in Q1 2015 and held it in 14 quarters. The position peaked at $456K in Q4 2019. 429 funds tracked by Wall St. Rank hold EG as of Q1 2020.

Silvercrest Asset Management reported no remaining Everest Group position as of Q1 2020 after selling out during the quarter.
Silvercrest Asset Management sold 1,648 Everest Group shares in Q1 2020, an estimated $456K.
Silvercrest Asset Management first reported a position in Everest Group in Q1 2015 and held it in 14 quarters.
Silvercrest Asset Management's Everest Group position peaked at $456K in Q4 2019.
429 funds tracked by Wall St. Rank held Everest Group as of Q1 2020.

Based on Silvercrest Asset Management's 13F filing for Q1 2020, filed 15 May 2020.