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Torray Investment Partners’s Everest Group EG Stock Holding History

Torray Investment 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
2017
Q3 		– Sell
-1,831
Closed -$466K – 106
2017
Q2 		$466K Buy
1,831
+15
+0.8% +$3.7K 0.05% 97
2017
Q1 		$425K Buy
1,816
+389
+27% +$88.8K 0.04% 94
2016
Q4 		$309K Buy
+1,427
New +$294K 0.03% 107

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Torray Investment Partners's EG Position: Q3 2017 in Review

Torray Investment Partners sold out of Everest Group (EG) in Q3 2017, closing a stake of 1,831 shares — an estimated $466K sold.

Torray Investment Partners first reported a position in EG in Q4 2016 and held it in 3 quarters. The position peaked at $466K in Q2 2017. 441 funds tracked by Wall St. Rank hold EG as of Q3 2017.

  • Torray Investment Partners reported no remaining Everest Group position as of Q3 2017 after selling out during the quarter.
  • Torray Investment Partners sold 1,831 Everest Group shares in Q3 2017, an estimated $466K.
  • Torray Investment Partners first reported a position in Everest Group in Q4 2016 and held it in 3 quarters.
  • Torray Investment Partners's Everest Group position peaked at $466K in Q2 2017.
  • 441 funds tracked by Wall St. Rank held Everest Group as of Q3 2017.

Based on Torray Investment Partners's 13F filing for Q3 2017, filed 9 Nov 2017.