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Stamos Capital Partners’s Everest Group EG Stock Holding History

Stamos Capital Partners’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
-130
Closed -$29K – 64
2019
Q1 		$29K Hold
130
– – 0.04% 74
2018
Q4 		$28K Buy
+130
New +$28.3K 0.02% 85

Other funds holding EG

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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

Stamos Capital Partners's EG Position: Q2 2019 in Review

Stamos Capital Partners sold out of Everest Group (EG) in Q2 2019, closing a stake of 130 shares — an estimated $29K sold.

Stamos Capital Partners first reported a position in EG in Q4 2018 and held it in 2 quarters. The position peaked at $29K in Q1 2019. 443 funds tracked by Wall St. Rank hold EG as of Q2 2019.

  • Stamos Capital Partners reported no remaining Everest Group position as of Q2 2019 after selling out during the quarter.
  • Stamos Capital Partners sold 130 Everest Group shares in Q2 2019, an estimated $29K.
  • Stamos Capital Partners first reported a position in Everest Group in Q4 2018 and held it in 2 quarters.
  • Stamos Capital Partners's Everest Group position peaked at $29K in Q1 2019.
  • 443 funds tracked by Wall St. Rank held Everest Group as of Q2 2019.

Based on Stamos Capital Partners's 13F filing for Q2 2019, filed 14 Aug 2019.