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Weld Capital Management’s Everest Group EG Stock Holding History

Weld Capital 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
2021
Q3 		– Sell
-894
Closed -$225K – 58
2021
Q2 		$225K Buy
+894
New +$233K 0.23% 190
2020
Q4 		– Sell
-5,679
Closed -$1.12M – 523
2020
Q3 		$1.12M Buy
+5,679
New +$1.22M 0.44% 51
2020
Q2 		– Sell
-2,943
Closed -$566K – 511
2020
Q1 		$566K Buy
+2,943
New +$751K 0.29% 117
2019
Q4 		– Sell
-2,206
Closed -$587K – 687
2019
Q3 		$587K Buy
+2,206
New +$557K 0.11% 328

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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Weld Capital Management's EG Position: Q3 2021 in Review

Weld Capital Management sold out of Everest Group (EG) in Q3 2021, closing a stake of 894 shares — an estimated $225K sold.

Weld Capital Management first reported a position in EG in Q3 2019 and held it in 4 quarters. The position peaked at $1.12M in Q3 2020. 465 funds tracked by Wall St. Rank hold EG as of Q3 2021.

  • Weld Capital Management reported no remaining Everest Group position as of Q3 2021 after selling out during the quarter.
  • Weld Capital Management sold 894 Everest Group shares in Q3 2021, an estimated $225K.
  • Weld Capital Management first reported a position in Everest Group in Q3 2019 and held it in 4 quarters.
  • Weld Capital Management's Everest Group position peaked at $1.12M in Q3 2020.
  • 465 funds tracked by Wall St. Rank held Everest Group as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.