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Tradition Capital Management’s Everest Group EG Stock Holding History

Tradition Capital 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
2019
Q1 		$5.56M Buy
25,767
+4,745
+23% +$1.03M 1.51% 20
2018
Q4 		$4.58M Sell
21,022
-1,155
-5% -$252K 1.43% 22
2018
Q3 		$5.07M Buy
22,177
+2,375
+12% +$532K 1.32% 24
2018
Q2 		$4.56M Buy
19,802
+280
+1% +$65.7K 1.3% 24
2018
Q1 		$5.01M Buy
19,522
+17,150
+723% +$4.12M 1.43% 21
2017
Q4 		$524K Hold
2,372
– – 0.14% 123
2017
Q3 		$542K Sell
2,372
-200
-8% -$50.4K 0.18% 108
2017
Q2 		$655K Sell
2,572
-50
-2% -$12.3K 0.22% 104
2017
Q1 		$613K Hold
2,622
– – 0.2% 103
2016
Q4 		$567K Hold
2,622
– – 0.19% 101
2016
Q3 		$498K Sell
2,622
-100
-4% -$18.8K 0.17% 108
2016
Q2 		$497K Sell
2,722
-128
-4% -$23.5K 0.17% 121
2016
Q1 		$562K Hold
2,850
– – 0.19% 112
2015
Q4 		$521K Hold
2,850
– – 0.18% 110
2015
Q3 		$494K Hold
2,850
– – 0.18% 105
2015
Q2 		$518K Hold
2,850
– – 0.17% 106
2015
Q1 		$495K Hold
2,850
– – 0.16% 108
2014
Q4 		$485K Hold
2,850
– – 0.15% 106
2014
Q3 		$461K Hold
2,850
– – 0.15% 104
2014
Q2 		$457K Hold
2,850
– – 0.14% 103
2014
Q1 		$436K Hold
2,850
– – 0.14% 107
2013
Q4 		$444K Hold
2,850
– – 0.15% 107
2013
Q3 		$414K Hold
2,850
– – 0.15% 110
2013
Q2 		$365K Buy
+2,850
New +$369K 0.13% 112

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Tradition Capital Management's EG Position: Q1 2019 in Review

Tradition Capital Management increased its Everest Group (EG) stake by 23% in Q1 2019, buying an estimated $1.03M and bringing the position to 25,767 shares worth $5.56M. The position accounts for 1.51% of the portfolio, ranked #20.

Tradition Capital Management first reported a position in EG in Q2 2013 and has held it in 24 quarters since. 419 funds tracked by Wall St. Rank hold EG as of Q1 2019.

  • Tradition Capital Management held 25,767 shares of Everest Group worth $5.56M as of Q1 2019.
  • Tradition Capital Management bought 4,745 Everest Group shares in Q1 2019, an estimated $1.03M.
  • Everest Group made up 1.51% of Tradition Capital Management's portfolio in Q1 2019, its #20 holding.
  • Tradition Capital Management first reported a position in Everest Group in Q2 2013 and has held it in 24 quarters since.
  • 419 funds tracked by Wall St. Rank held Everest Group as of Q1 2019.

Based on Tradition Capital Management's 13F filing for Q1 2019, filed 7 May 2019.