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SSI Investment Management’s Everest Group EG Stock Holding History

SSI 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
2018
Q1 		– Sell
-1,026
Closed -$227K – 313
2017
Q4 		$227K Sell
1,026
-2
-0.2% -$451 0.02% 290
2017
Q3 		$236K Buy
1,028
+95
+10% +$23.9K 0.02% 289
2017
Q2 		$238K Sell
933
-12
-1% -$2.96K 0.02% 284
2017
Q1 		$222K Hold
945
– – 0.02% 285
2016
Q4 		$206K Buy
+945
New +$195K 0.02% 285
2015
Q2 		– Sell
-1,315
Closed -$230K – 299
2015
Q1 		$230K Buy
+1,315
New +$231K 0.02% 266

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

SSI Investment Management's EG Position: Q1 2018 in Review

SSI Investment Management sold out of Everest Group (EG) in Q1 2018, closing a stake of 1,026 shares — an estimated $227K sold.

SSI Investment Management first reported a position in EG in Q1 2015 and held it in 6 quarters. The position peaked at $238K in Q2 2017. 462 funds tracked by Wall St. Rank hold EG as of Q1 2018.

  • SSI Investment Management reported no remaining Everest Group position as of Q1 2018 after selling out during the quarter.
  • SSI Investment Management sold 1,026 Everest Group shares in Q1 2018, an estimated $227K.
  • SSI Investment Management first reported a position in Everest Group in Q1 2015 and held it in 6 quarters.
  • SSI Investment Management's Everest Group position peaked at $238K in Q2 2017.
  • 462 funds tracked by Wall St. Rank held Everest Group as of Q1 2018.

Based on SSI Investment Management's 13F filing for Q1 2018, filed 14 May 2018.