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UH
Unigestion Holding’s
Everest Group
EG
Stock Holding History
Unigestion Holding’s Portfolio
EG Stock Details
EG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-7,834
Closed
-$2.79M
–
215
2023
Q1
$2.79M
Hold
7,834
–
–
0.15%
94
2022
Q4
$2.62M
Buy
+7,834
New
+$2.44M
0.14%
95
2021
Q4
–
Sell
-4,014
Closed
-$1.02M
–
198
2021
Q3
$1.02M
Sell
4,014
-442
-10%
-$113K
0.04%
137
2021
Q2
$1.13M
Sell
4,456
-1,138
-20%
-$296K
0.04%
147
2021
Q1
$1.39M
Sell
5,594
-380
-6%
-$90.5K
0.05%
131
2020
Q4
$1.4M
Sell
5,974
-15,081
-72%
-$3.33M
0.05%
118
2020
Q3
$4.16M
Sell
21,055
-122,355
-85%
-$26.2M
0.14%
68
2020
Q2
$29.5M
Sell
143,410
-18,971
-12%
-$3.69M
1%
35
2020
Q1
$31.2M
Buy
+162,381
New
+$41.5M
1.17%
29
2019
Q3
$43.4M
Sell
163,117
-17,020
-9%
-$4.3M
1.2%
31
2019
Q2
$44.5M
Buy
180,137
+19,887
+12%
+$4.77M
1.19%
29
2019
Q1
$34.6M
Buy
160,250
+16,942
+12%
+$3.69M
0.93%
38
2018
Q4
$31.2M
Sell
143,308
-69,626
-33%
-$15.2M
0.78%
41
2018
Q3
$48.6M
Buy
212,934
+15,662
+8%
+$3.51M
1.03%
29
2018
Q2
$45.5M
Buy
+197,272
New
+$46.3M
0.9%
36
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CIP
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$7.88B AUM
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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