Winslow Evans & Crocker’s Everest Group EG Stock Holding History

Winslow Evans & Crocker’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 Q4	$1.12M	Buy	4,790 +15	+0.3%	+$3.31K	0.21%	109
2020 Q3	$944K	Sell	4,775 -460	-9%	-$98.5K	0.23%	97
2020 Q2	$1.08M	Buy	5,235 +199	+4%	+$38.8K	0.29%	77
2020 Q1	$970K	Hold	5,036	–	–	0.32%	76
2019 Q4	$1.4M	Hold	5,036	–	–	0.36%	65
2019 Q3	$1.34M	Hold	5,036	–	–	0.37%	63
2019 Q2	$1.25M	Hold	5,036	–	–	0.35%	64
2019 Q1	$1.09M	Hold	5,036	–	–	0.31%	75
2018 Q4	$1.1M	Hold	5,036	–	–	0.37%	62
2018 Q3	$1.15M	Hold	5,036	–	–	0.35%	67
2018 Q2	$1.16M	Hold	5,036	–	–	0.36%	64
2018 Q1	$1.29M	Buy	5,036 +860	+21%	+$206K	0.42%	58
2017 Q4	$924K	Hold	4,176	–	–	0.3%	79
2017 Q3	$954K	Buy	4,176 +1	+0%	+$252	0.32%	73
2017 Q2	$1.06M	Sell	4,175 -25	-0.6%	-$6.17K	0.29%	81
2017 Q1	$982K	Hold	4,200	–	–	0.31%	67
2016 Q4	$909K	Hold	4,200	–	–	0.28%	81
2016 Q3	$798K	Hold	4,200	–	–	0.23%	97
2016 Q2	$767K	Hold	4,200	–	–	0.23%	100
2016 Q1	$829K	Sell	4,200 -48	-1%	-$8.87K	0.25%	94
2015 Q4	$778K	Hold	4,248	–	–	0.22%	103
2015 Q3	$736K	Hold	4,248	–	–	0.23%	97
2015 Q2	$773K	Sell	4,248 -24	-0.6%	-$4.37K	0.22%	109
2015 Q1	$743K	Hold	4,272	–	–	0.21%	107
2014 Q4	$728K	Buy	4,272 +22	+0.5%	+$3.71K	0.21%	108
2014 Q3	$689K	Sell	4,250 -22	-0.5%	-$3.56K	0.2%	121
2014 Q2	$686K	Buy	4,272 +22	+0.5%	+$3.48K	0.23%	111
2014 Q1	$650K	Hold	4,250	–	–	0.22%	106
2013 Q4	$662K	Buy	+4,250	New	+$649K	0.23%	106

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

CIP

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Winslow Evans & Crocker's EG Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Everest Group (EG) stake by 0.31% in Q4 2020, buying an estimated $3.31K and bringing the position to 4,790 shares worth $1.12M. The position accounts for 0.21% of the portfolio, ranked #109.

Winslow Evans & Crocker first reported a position in EG in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.4M in Q4 2019. 439 funds tracked by Wall St. Rank hold EG as of Q4 2020.

Winslow Evans & Crocker held 4,790 shares of Everest Group worth $1.12M as of Q4 2020.
Winslow Evans & Crocker bought 15 Everest Group shares in Q4 2020, an estimated $3.31K.
Everest Group made up 0.21% of Winslow Evans & Crocker's portfolio in Q4 2020, its #109 holding.
Winslow Evans & Crocker first reported a position in Everest Group in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's Everest Group position peaked at $1.4M in Q4 2019.
439 funds tracked by Wall St. Rank held Everest Group as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.