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Vident Investment Advisory’s Everest Group EG Stock Holding History

Vident Investment Advisory’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
2023
Q2 		– Sell
-1,593
Closed -$570K – 1228
2023
Q1 		$570K Buy
1,593
+26
+2% +$9.34K 0.02% 726
2022
Q4 		$519K Buy
1,567
+326
+26% +$102K 0.02% 705
2022
Q3 		$324K Sell
1,241
-3
-0.2% -$812 0.01% 876
2022
Q2 		$349K Sell
1,244
-2,547
-67% -$720K 0.01% 958
2022
Q1 		$1.14M Buy
+3,791
New +$1.09M 0.03% 637
2020
Q3 		– Sell
-1,579
Closed -$326K – 891
2020
Q2 		$326K Sell
1,579
-2,408
-60% -$469K 0.02% 758
2020
Q1 		$767K Sell
3,987
-93
-2% -$23.7K 0.05% 469
2019
Q4 		$1.13M Buy
4,080
+1,544
+61% +$407K 0.07% 390
2019
Q3 		$675K Sell
2,536
-148
-6% -$37.4K 0.06% 247
2019
Q2 		$663K Sell
2,684
-1,906
-42% -$457K 0.05% 239
2019
Q1 		$991K Buy
4,590
+247
+6% +$53.8K 0.05% 415
2018
Q4 		$946K Sell
4,343
-755
-15% -$164K 0.05% 434
2018
Q3 		$1.17M Buy
5,098
+1,107
+28% +$248K 0.05% 434
2018
Q2 		$920K Buy
3,991
+1,158
+41% +$272K 0.04% 447
2018
Q1 		$713K Sell
2,833
-89
-3% -$21.4K 0.03% 479
2017
Q4 		$647K Sell
2,922
-267
-8% -$60.2K 0.03% 477
2017
Q3 		$728K Buy
+3,189
New +$804K 0.04% 412
2016
Q4 		– Sell
-2,551
Closed -$485K – 386
2016
Q3 		$485K Buy
+2,551
New +$480K 0.06% 360
2015
Q4 		– Sell
-4,436
Closed -$769K – 509
2015
Q3 		$769K Buy
4,436
+1,182
+36% +$214K 0.11% 286
2015
Q2 		$592K Sell
3,254
-23
-0.7% -$4.18K 0.08% 394
2015
Q1 		$570K Sell
3,277
-426
-12% -$74.8K 0.11% 320
2014
Q4 		$631K Buy
+3,703
New +$625K 0.21% 152

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vident Investment Advisory's EG Position: Q2 2023 in Review

Vident Investment Advisory sold out of Everest Group (EG) in Q2 2023, closing a stake of 1,593 shares — an estimated $570K sold.

Vident Investment Advisory first reported a position in EG in Q4 2014 and held it in 22 quarters. The position peaked at $1.17M in Q3 2018. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

  • Vident Investment Advisory reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 1,593 Everest Group shares in Q2 2023, an estimated $570K.
  • Vident Investment Advisory first reported a position in Everest Group in Q4 2014 and held it in 22 quarters.
  • Vident Investment Advisory's Everest Group position peaked at $1.17M in Q3 2018.
  • 581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on Vident Investment Advisory's 13F filing for Q2 2023, filed 11 Aug 2023.