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Squar Milner Financial Services’s Everest Group EG Stock Holding History

Squar Milner Financial Services’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
2019
Q2 		– Sell
-42
Closed -$9K – 820
2019
Q1 		$9K Buy
+42
New +$9.14K 0.01% 538

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Squar Milner Financial Services's EG Position: Q2 2019 in Review

Squar Milner Financial Services sold out of Everest Group (EG) in Q2 2019, closing a stake of 42 shares — an estimated $9K sold.

Squar Milner Financial Services first reported a position in EG in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 443 funds tracked by Wall St. Rank hold EG as of Q2 2019.

  • Squar Milner Financial Services reported no remaining Everest Group position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 42 Everest Group shares in Q2 2019, an estimated $9K.
  • Squar Milner Financial Services first reported a position in Everest Group in Q1 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Everest Group position peaked at $9K in Q1 2019.
  • 443 funds tracked by Wall St. Rank held Everest Group as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.