Standard Family Office’s Everest Group EG Stock Holding History

Standard Family Office’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
2022 Q1	–	Sell	-69	Closed	-$19K	–	129
2021 Q4	$19K	Buy	+69	New	+$18.6K	0.17%	90
2021 Q1	–	Sell	-7	Closed	-$2K	–	632
2020 Q4	$2K	Buy	+7	New	+$1.55K	﹤0.01%	415

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

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

Standard Family Office's EG Position: Q1 2022 in Review

Standard Family Office sold out of Everest Group (EG) in Q1 2022, closing a stake of 69 shares — an estimated $19K sold.

Standard Family Office first reported a position in EG in Q4 2020 and held it in 2 quarters. The position peaked at $19K in Q4 2021. 513 funds tracked by Wall St. Rank hold EG as of Q1 2022.

Standard Family Office reported no remaining Everest Group position as of Q1 2022 after selling out during the quarter.
Standard Family Office sold 69 Everest Group shares in Q1 2022, an estimated $19K.
Standard Family Office first reported a position in Everest Group in Q4 2020 and held it in 2 quarters.
Standard Family Office's Everest Group position peaked at $19K in Q4 2021.
513 funds tracked by Wall St. Rank held Everest Group as of Q1 2022.

Based on Standard Family Office's 13F filing for Q1 2022, filed 16 May 2022.