WCM
EG icon

Winton Capital Management’s Everest Group EG Stock Holding History

Winton 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
2014
Q1 		$68M Buy
444,564
+211,599
+91% +$31.3M 0.47% 50
2013
Q4 		$36.3M Buy
232,965
+76,829
+49% +$11.7M 0.33% 112
2013
Q3 		$22.7M Buy
156,136
+139,644
+847% +$18.9M 0.27% 142
2013
Q2 		$2.12M Buy
+16,492
New +$2.13M 0.03% 378

Other funds holding EG

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winton Capital Management's EG Position: Q1 2014 in Review

Winton Capital Management increased its Everest Group (EG) stake by 91% in Q1 2014, buying an estimated $31.3M and bringing the position to 444,564 shares worth $68M. The position accounts for 0.47% of the portfolio, ranked #50.

Winton Capital Management first reported a position in EG in Q2 2013 and has held it in 4 quarters since. 354 funds tracked by Wall St. Rank hold EG as of Q1 2014.

  • Winton Capital Management held 444,564 shares of Everest Group worth $68M as of Q1 2014.
  • Winton Capital Management bought 211,599 Everest Group shares in Q1 2014, an estimated $31.3M.
  • Everest Group made up 0.47% of Winton Capital Management's portfolio in Q1 2014, its #50 holding.
  • Winton Capital Management first reported a position in Everest Group in Q2 2013 and has held it in 4 quarters since.
  • 354 funds tracked by Wall St. Rank held Everest Group as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.