Spectrum Management Group’s Everest Group EG Stock Holding History

Spectrum Management Group’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 Q4	–	Sell	-31	Closed	-$6K	–	232
2020 Q3	$6K	Buy	31 +7	+29%	+$1.5K	﹤0.01%	224
2020 Q2	$5K	Hold	24	–	–	﹤0.01%	234
2020 Q1	$5K	Buy	+24	New	+$6.13K	﹤0.01%	215
2019 Q1	–	Sell	-90	Closed	-$20K	–	255
2018 Q4	$20K	Hold	90	–	–	0.01%	154
2018 Q3	$21K	Hold	90	–	–	0.01%	163
2018 Q2	$21K	Hold	90	–	–	0.01%	164
2018 Q1	$23K	Hold	90	–	–	0.01%	153
2017 Q4	$20K	Hold	90	–	–	0.01%	169
2017 Q3	$21K	Buy	+90	New	+$22.7K	0.01%	229
2016 Q2	–	Sell	-65	Closed	-$13K	–	129
2016 Q1	$13K	Hold	65	–	–	0.01%	188
2015 Q4	$12K	Hold	65	–	–	﹤0.01%	182
2015 Q3	$11K	Buy	+65	New	+$11.8K	0.01%	138

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

CIP

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

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

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

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Spectrum Management Group's EG Position: Q4 2020 in Review

Spectrum Management Group sold out of Everest Group (EG) in Q4 2020, closing a stake of 31 shares — an estimated $6K sold.

Spectrum Management Group first reported a position in EG in Q3 2015 and held it in 12 quarters. The position peaked at $23K in Q1 2018. 441 funds tracked by Wall St. Rank hold EG as of Q4 2020.

Spectrum Management Group reported no remaining Everest Group position as of Q4 2020 after selling out during the quarter.
Spectrum Management Group sold 31 Everest Group shares in Q4 2020, an estimated $6K.
Spectrum Management Group first reported a position in Everest Group in Q3 2015 and held it in 12 quarters.
Spectrum Management Group's Everest Group position peaked at $23K in Q1 2018.
441 funds tracked by Wall St. Rank held Everest Group as of Q4 2020.

Based on Spectrum Management Group's 13F filing for Q4 2020, filed 9 Feb 2021.