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Ullmann Wealth Partners Group’s Everest Group EG Stock Holding History

Ullmann Wealth Partners Group’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
-81
Closed -$20K – 72
2017
Q2 		$20K Hold
81
– – 0.01% 116
2017
Q1 		$18K Buy
+81
New +$18.5K 0.01% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ullmann Wealth Partners Group's EG Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of Everest Group (EG) in Q3 2017, closing a stake of 81 shares — an estimated $20K sold.

Ullmann Wealth Partners Group first reported a position in EG in Q1 2017 and held it in 2 quarters. The position peaked at $20K in Q2 2017. 440 funds tracked by Wall St. Rank hold EG as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining Everest Group position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 81 Everest Group shares in Q3 2017, an estimated $20K.
  • Ullmann Wealth Partners Group first reported a position in Everest Group in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's Everest Group position peaked at $20K in Q2 2017.
  • 440 funds tracked by Wall St. Rank held Everest Group as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.