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United Asset Strategies’s Everest Group EG Stock Holding History

United Asset Strategies’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
2021
Q4 		– Sell
-4,381
Closed -$1.1M – 216
2021
Q3 		$1.1M Buy
+4,381
New +$1.12M 0.14% 113

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

United Asset Strategies's EG Position: Q4 2021 in Review

United Asset Strategies sold out of Everest Group (EG) in Q4 2021, closing a stake of 4,381 shares — an estimated $1.1M sold.

United Asset Strategies first reported a position in EG in Q3 2021 and held it in 1 quarter. The position peaked at $1.1M in Q3 2021. 478 funds tracked by Wall St. Rank hold EG as of Q4 2021.

  • United Asset Strategies reported no remaining Everest Group position as of Q4 2021 after selling out during the quarter.
  • United Asset Strategies sold 4,381 Everest Group shares in Q4 2021, an estimated $1.1M.
  • United Asset Strategies first reported a position in Everest Group in Q3 2021 and held it in 1 quarter.
  • United Asset Strategies's Everest Group position peaked at $1.1M in Q3 2021.
  • 478 funds tracked by Wall St. Rank held Everest Group as of Q4 2021.

Based on United Asset Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.