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Sonora Investment Management’s Everest Group EG Stock Holding History

Sonora Investment 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
2021
Q3 		– Sell
-15
Closed -$4K – 1085
2021
Q2 		$4K Buy
+15
New +$3.9K ﹤0.01% 825
2020
Q3 		– Sell
-3
Closed -$1K – 1796
2020
Q2 		$1K Buy
+3
New +$584 ﹤0.01% 1658
2017
Q4 		– Sell
-10
Closed -$2.28K – 1205
2017
Q3 		$2.28K Buy
+10
New +$2.52K ﹤0.01% 978

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Sonora Investment Management's EG Position: Q3 2021 in Review

Sonora Investment Management sold out of Everest Group (EG) in Q3 2021, closing a stake of 15 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in EG in Q3 2017 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 465 funds tracked by Wall St. Rank hold EG as of Q3 2021.

  • Sonora Investment Management reported no remaining Everest Group position as of Q3 2021 after selling out during the quarter.
  • Sonora Investment Management sold 15 Everest Group shares in Q3 2021, an estimated $4K.
  • Sonora Investment Management first reported a position in Everest Group in Q3 2017 and held it in 3 quarters.
  • Sonora Investment Management's Everest Group position peaked at $4K in Q2 2021.
  • 465 funds tracked by Wall St. Rank held Everest Group as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.