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Tuttle Capital Management’s Everest Group EG Stock Holding History

Tuttle 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
2020
Q4 		– Sell
-4,611
Closed -$911K – 209
2020
Q3 		$911K Buy
+4,611
New +$987K 0.63% 33

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Tuttle Capital Management's EG Position: Q4 2020 in Review

Tuttle Capital Management sold out of Everest Group (EG) in Q4 2020, closing a stake of 4,611 shares — an estimated $911K sold.

Tuttle Capital Management first reported a position in EG in Q3 2020 and held it in 1 quarter. The position peaked at $911K in Q3 2020. 439 funds tracked by Wall St. Rank hold EG as of Q4 2020.

  • Tuttle Capital Management reported no remaining Everest Group position as of Q4 2020 after selling out during the quarter.
  • Tuttle Capital Management sold 4,611 Everest Group shares in Q4 2020, an estimated $911K.
  • Tuttle Capital Management first reported a position in Everest Group in Q3 2020 and held it in 1 quarter.
  • Tuttle Capital Management's Everest Group position peaked at $911K in Q3 2020.
  • 439 funds tracked by Wall St. Rank held Everest Group as of Q4 2020.

Based on Tuttle Capital Management's 13F filing for Q4 2020, filed 20 Jan 2021.