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UBS’s Everest Group EG Stock Holding History

UBS’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
2014
Q3 		$6.32M Buy
39,039
+4,078
+12% +$660K ﹤0.01% 1815
2014
Q2 		$5.61M Sell
34,961
-799
-2% -$126K ﹤0.01% 1849
2014
Q1 		$5.47M Buy
35,760
+97
+0.3% +$14.3K ﹤0.01% 1773
2013
Q4 		$5.56M Buy
35,663
+7,366
+26% +$1.12M 0.01% 1767
2013
Q3 		$4.12M Sell
28,297
-1,609
-5% -$218K ﹤0.01% 1872
2013
Q2 		$3.83M Buy
+29,906
New +$3.87M ﹤0.01% 1883

Other funds holding EG

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

UBS's EG Position: Q3 2014 in Review

UBS increased its Everest Group (EG) stake by 12% in Q3 2014, buying an estimated $660K and bringing the position to 39,039 shares worth $6.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

UBS first reported a position in EG in Q2 2013 and has held it in 6 quarters since. 341 funds tracked by Wall St. Rank hold EG as of Q3 2014.

  • UBS held 39,039 shares of Everest Group worth $6.32M as of Q3 2014.
  • UBS bought 4,078 Everest Group shares in Q3 2014, an estimated $660K.
  • Everest Group made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1815 holding.
  • UBS first reported a position in Everest Group in Q2 2013 and has held it in 6 quarters since.
  • 341 funds tracked by Wall St. Rank held Everest Group as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.