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Van Hulzen Asset Management’s Everest Group EG Stock Holding History

Van Hulzen Asset Management’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
2018
Q3 		– Sell
-6,005
Closed -$1.38M – 228
2018
Q2 		$1.38M Sell
6,005
-172
-3% -$40.4K 0.41% 62
2018
Q1 		$1.59M Buy
6,177
+4,277
+225% +$1.03M 0.49% 60
2017
Q4 		$420K Buy
+1,900
New +$428K 0.13% 125

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Van Hulzen Asset Management's EG Position: Q3 2018 in Review

Van Hulzen Asset Management sold out of Everest Group (EG) in Q3 2018, closing a stake of 6,005 shares — an estimated $1.38M sold.

Van Hulzen Asset Management first reported a position in EG in Q4 2017 and held it in 3 quarters. The position peaked at $1.59M in Q1 2018. 405 funds tracked by Wall St. Rank hold EG as of Q3 2018.

  • Van Hulzen Asset Management reported no remaining Everest Group position as of Q3 2018 after selling out during the quarter.
  • Van Hulzen Asset Management sold 6,005 Everest Group shares in Q3 2018, an estimated $1.38M.
  • Van Hulzen Asset Management first reported a position in Everest Group in Q4 2017 and held it in 3 quarters.
  • Van Hulzen Asset Management's Everest Group position peaked at $1.59M in Q1 2018.
  • 405 funds tracked by Wall St. Rank held Everest Group as of Q3 2018.

Based on Van Hulzen Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.