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Wolverine Asset Management’s Everest Group EG Stock Holding History

Wolverine Asset 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
-92
Closed -$23K – 2083
2021
Q2 		$23K Buy
+92
New +$23.9K ﹤0.01% 1868
2020
Q2 		– Sell
-1,225
Closed -$235K – 1586
2020
Q1 		$235K Buy
+1,225
New +$313K ﹤0.01% 855
2017
Q4 		– Sell
-4,300
Closed -$982K – 1482
2017
Q3 		$982K Buy
+4,300
New +$1.08M 0.01% 665

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Wolverine Asset Management's EG Position: Q3 2021 in Review

Wolverine Asset Management sold out of Everest Group (EG) in Q3 2021, closing a stake of 92 shares — an estimated $23K sold.

Wolverine Asset Management first reported a position in EG in Q3 2017 and held it in 3 quarters. The position peaked at $982K in Q3 2017. 464 funds tracked by Wall St. Rank hold EG as of Q3 2021.

  • Wolverine Asset Management reported no remaining Everest Group position as of Q3 2021 after selling out during the quarter.
  • Wolverine Asset Management sold 92 Everest Group shares in Q3 2021, an estimated $23K.
  • Wolverine Asset Management first reported a position in Everest Group in Q3 2017 and held it in 3 quarters.
  • Wolverine Asset Management's Everest Group position peaked at $982K in Q3 2017.
  • 464 funds tracked by Wall St. Rank held Everest Group as of Q3 2021.

Based on Wolverine Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.