Virtus ETF Advisers’s Everest Group EG Stock Holding History

Virtus ETF Advisers’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
2019 Q4	–	Sell	-72	Closed	-$19K	–	473
2019 Q3	$19K	Hold	72	–	–	﹤0.01%	356
2019 Q2	$18K	Hold	72	–	–	﹤0.01%	373
2019 Q1	$16K	Hold	72	–	–	0.03%	137
2018 Q4	$16K	Hold	72	–	–	﹤0.01%	253
2018 Q3	$16K	Hold	72	–	–	﹤0.01%	295
2018 Q2	$17K	Hold	72	–	–	0.02%	224
2018 Q1	$18K	Hold	72	–	–	0.02%	198
2017 Q4	$16K	Buy	+72	New	+$16.2K	0.02%	207

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Virtus ETF Advisers's EG Position: Q4 2019 in Review

Virtus ETF Advisers sold out of Everest Group (EG) in Q4 2019, closing a stake of 72 shares — an estimated $19K sold.

Virtus ETF Advisers first reported a position in EG in Q4 2017 and held it in 8 quarters. The position peaked at $19K in Q3 2019. 442 funds tracked by Wall St. Rank hold EG as of Q4 2019.

Virtus ETF Advisers reported no remaining Everest Group position as of Q4 2019 after selling out during the quarter.
Virtus ETF Advisers sold 72 Everest Group shares in Q4 2019, an estimated $19K.
Virtus ETF Advisers first reported a position in Everest Group in Q4 2017 and held it in 8 quarters.
Virtus ETF Advisers's Everest Group position peaked at $19K in Q3 2019.
442 funds tracked by Wall St. Rank held Everest Group as of Q4 2019.

Based on Virtus ETF Advisers's 13F filing for Q4 2019, filed 13 Feb 2020.