SAM
EG icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return