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TDAM USA’s Everest Group EG Stock Holding History

TDAM USA’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
Q1 		– Sell
-1,092
Closed -$238K – 260
2018
Q4 		$238K Hold
1,092
– – 0.02% 289
2018
Q3 		$249K Hold
1,092
– – 0.02% 306
2018
Q2 		$252K Sell
1,092
-200
-15% -$47K 0.02% 307
2018
Q1 		$332K Hold
1,292
– – 0.02% 282
2017
Q4 		$286K Hold
1,292
– – 0.02% 293
2017
Q3 		$295K Hold
1,292
– – 0.02% 291
2017
Q2 		$329K Hold
1,292
– – 0.02% 290
2017
Q1 		$302K Hold
1,292
– – 0.02% 290
2016
Q4 		$280K Buy
1,292
+200
+18% +$41.2K 0.01% 300
2016
Q3 		$207K Buy
+1,092
New +$205K 0.01% 349

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

TDAM USA's EG Position: Q1 2019 in Review

TDAM USA sold out of Everest Group (EG) in Q1 2019, closing a stake of 1,092 shares — an estimated $238K sold.

TDAM USA first reported a position in EG in Q3 2016 and held it in 10 quarters. The position peaked at $332K in Q1 2018. 420 funds tracked by Wall St. Rank hold EG as of Q1 2019.

  • TDAM USA reported no remaining Everest Group position as of Q1 2019 after selling out during the quarter.
  • TDAM USA sold 1,092 Everest Group shares in Q1 2019, an estimated $238K.
  • TDAM USA first reported a position in Everest Group in Q3 2016 and held it in 10 quarters.
  • TDAM USA's Everest Group position peaked at $332K in Q1 2018.
  • 420 funds tracked by Wall St. Rank held Everest Group as of Q1 2019.

Based on TDAM USA's 13F filing for Q1 2019, filed 8 May 2019.