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Washington Trust Bank’s Everest Group EG Stock Holding History

Washington Trust Bank’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
2020
Q2 		– Sell
-1,085
Closed -$209K – 188
2020
Q1 		$209K Buy
+1,085
New +$277K 0.04% 158
2017
Q1 		– Sell
-6
Closed -$1K – 758
2016
Q4 		$1K Hold
6
– – ﹤0.01% 771
2016
Q3 		$1K Buy
+6
New +$1.13K ﹤0.01% 849

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Washington Trust Bank's EG Position: Q2 2020 in Review

Washington Trust Bank sold out of Everest Group (EG) in Q2 2020, closing a stake of 1,085 shares — an estimated $209K sold.

Washington Trust Bank first reported a position in EG in Q3 2016 and held it in 3 quarters. The position peaked at $209K in Q1 2020. 426 funds tracked by Wall St. Rank hold EG as of Q2 2020.

  • Washington Trust Bank reported no remaining Everest Group position as of Q2 2020 after selling out during the quarter.
  • Washington Trust Bank sold 1,085 Everest Group shares in Q2 2020, an estimated $209K.
  • Washington Trust Bank first reported a position in Everest Group in Q3 2016 and held it in 3 quarters.
  • Washington Trust Bank's Everest Group position peaked at $209K in Q1 2020.
  • 426 funds tracked by Wall St. Rank held Everest Group as of Q2 2020.

Based on Washington Trust Bank's 13F filing for Q2 2020, filed 29 Jul 2020.