Tradition Asset Management’s Everest Group EG Stock Holding History

Tradition Asset 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
2020 Q2	$5.66M	Buy	27,439 +5,939	+28%	+$1.16M	1.62%	14
2020 Q1	$4.14M	Sell	21,500 -2,960	-12%	-$756K	1.38%	18
2019 Q4	$6.77M	Sell	24,460 -1,655	-6%	-$437K	1.65%	13
2019 Q3	$6.95M	Buy	26,115 +33	+0.1%	+$8.33K	1.8%	11
2019 Q2	$6.45M	Buy	+26,082	New	+$6.26M	1.68%	12

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Tradition Asset Management's EG Position: Q2 2020 in Review

Tradition Asset Management increased its Everest Group (EG) stake by 28% in Q2 2020, buying an estimated $1.16M and bringing the position to 27,439 shares worth $5.66M. The position accounts for 1.62% of the portfolio, ranked #14.

Tradition Asset Management first reported a position in EG in Q2 2019 and has held it in 5 quarters since. The position peaked at $6.95M in Q3 2019. 425 funds tracked by Wall St. Rank hold EG as of Q2 2020.

Tradition Asset Management held 27,439 shares of Everest Group worth $5.66M as of Q2 2020.
Tradition Asset Management bought 5,939 Everest Group shares in Q2 2020, an estimated $1.16M.
Everest Group made up 1.62% of Tradition Asset Management's portfolio in Q2 2020, its #14 holding.
Tradition Asset Management first reported a position in Everest Group in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's Everest Group position peaked at $6.95M in Q3 2019.
425 funds tracked by Wall St. Rank held Everest Group as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.