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Valeo Financial Advisors’s Everest Group EG Stock Holding History

Valeo Financial Advisors’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
Q2 		– Sell
-16
Closed -$4K – 877
2021
Q1 		$4K Buy
16
+2
+14% +$476 ﹤0.01% 1614
2020
Q4 		$3K Hold
14
– – ﹤0.01% 1460
2020
Q3 		$3K Sell
14
-13
-48% -$2.78K ﹤0.01% 1336
2020
Q2 		$6K Buy
27
+10
+59% +$1.95K ﹤0.01% 1440
2020
Q1 		$4K Buy
17
+3
+21% +$766 ﹤0.01% 1342
2019
Q4 		$4K Hold
14
– – ﹤0.01% 1336
2019
Q3 		$4K Hold
14
– – ﹤0.01% 1238
2019
Q2 		$3K Hold
14
– – ﹤0.01% 1326
2019
Q1 		$3K Buy
14
+2
+17% +$435 ﹤0.01% 1281
2018
Q4 		$3K Sell
12
-4
-25% -$871 ﹤0.01% 1199
2018
Q3 		$4K Sell
16
-300
-95% -$67.1K ﹤0.01% 1261
2018
Q2 		$68K Sell
316
-184
-37% -$43.2K 0.01% 480
2018
Q1 		$128K Buy
500
+200
+67% +$48K 0.02% 318
2017
Q4 		$66K Sell
300
-300
-50% -$67.6K 0.01% 423
2017
Q3 		$137K Buy
+600
New +$151K 0.03% 247

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Valeo Financial Advisors's EG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Everest Group (EG) in Q2 2021, closing a stake of 16 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in EG in Q3 2017 and held it in 15 quarters. The position peaked at $137K in Q3 2017. 454 funds tracked by Wall St. Rank hold EG as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Everest Group position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 16 Everest Group shares in Q2 2021, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Everest Group in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Everest Group position peaked at $137K in Q3 2017.
  • 454 funds tracked by Wall St. Rank held Everest Group as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.