Westfield Capital Management
EG icon

Westfield Capital Management’s Everest Group EG Stock Holding History

Westfield 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
2023
Q2 		– Sell
-139,960
Closed -$50.1M – 235
2023
Q1 		$50.1M Buy
+139,960
New +$50.3M 0.35% 116
2016
Q1 		– Sell
-27,100
Closed -$4.96M – 271
2015
Q4 		$4.96M Buy
+27,100
New +$4.92M 0.03% 221
2014
Q1 		– Sell
-174,087
Closed -$27.1M – 331
2013
Q4 		$27.1M Sell
174,087
-136,960
-44% -$20.9M 0.16% 179
2013
Q3 		$45.2M Sell
311,047
-145,075
-32% -$19.7M 0.29% 111
2013
Q2 		$58.5M Buy
+456,122
New +$59M 0.4% 91

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

Westfield Capital Management's EG Position: Q2 2023 in Review

Westfield Capital Management sold out of Everest Group (EG) in Q2 2023, closing a stake of 139,960 shares — an estimated $50.1M sold.

Westfield Capital Management first reported a position in EG in Q2 2013 and held it in 5 quarters. The position peaked at $58.5M in Q2 2013. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

  • Westfield Capital Management reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
  • Westfield Capital Management sold 139,960 Everest Group shares in Q2 2023, an estimated $50.1M.
  • Westfield Capital Management first reported a position in Everest Group in Q2 2013 and held it in 5 quarters.
  • Westfield Capital Management's Everest Group position peaked at $58.5M in Q2 2013.
  • 581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on Westfield Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.