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Waddell & Reed Financial’s Everest Group EG Stock Holding History

Waddell & Reed Financial’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
Q1 		$21.8M Sell
87,866
-59,155
-40% -$14.1M 0.04% 353
2020
Q4 		$34.4M Buy
147,021
+300
+0.2% +$66.2K 0.07% 287
2020
Q3 		$29M Buy
+146,721
New +$31.4M 0.07% 288
2018
Q2 		– Sell
-100,300
Closed -$25.8M – 549
2018
Q1 		$25.8M Sell
100,300
-103,600
-51% -$24.9M 0.06% 296
2017
Q4 		$45.1M Buy
+203,900
New +$46M 0.1% 231

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Waddell & Reed Financial's EG Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Everest Group (EG) stake by 40% in Q1 2021, selling an estimated $14.1M and leaving 87,866 shares worth $21.8M. The position accounts for 0.04% of the portfolio, ranked #353.

Waddell & Reed Financial first reported a position in EG in Q4 2017 and has held it in 5 quarters since. The position peaked at $45.1M in Q4 2017. 463 funds tracked by Wall St. Rank hold EG as of Q1 2021.

  • Waddell & Reed Financial held 87,866 shares of Everest Group worth $21.8M as of Q1 2021.
  • Waddell & Reed Financial sold 59,155 Everest Group shares in Q1 2021, an estimated $14.1M.
  • Everest Group made up 0.04% of Waddell & Reed Financial's portfolio in Q1 2021, its #353 holding.
  • Waddell & Reed Financial first reported a position in Everest Group in Q4 2017 and has held it in 5 quarters since.
  • Waddell & Reed Financial's Everest Group position peaked at $45.1M in Q4 2017.
  • 463 funds tracked by Wall St. Rank held Everest Group as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.