Wright Investors Service’s Everest Group EG Stock Holding History

Wright Investors Service’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
2017 Q4	–	Sell	-1,935	Closed	-$442K	–	217
2017 Q3	$442K	Sell	1,935 -60	-3%	-$15.1K	0.16%	149
2017 Q2	$508K	Sell	1,995 -185	-8%	-$45.7K	0.19%	144
2017 Q1	$510K	Sell	2,180 -30	-1%	-$6.85K	0.21%	142
2016 Q4	$478K	Sell	2,210 -335	-13%	-$69K	0.21%	151
2016 Q3	$483K	Buy	2,545 +555	+28%	+$104K	0.2%	146
2016 Q2	$364K	Sell	1,990 -1,035	-34%	-$190K	0.15%	174
2016 Q1	$597K	Buy	3,025 +79	+3%	+$14.6K	0.24%	137
2015 Q4	$539K	Buy	2,946 +140	+5%	+$25.4K	0.2%	168
2015 Q3	$486K	Buy	2,806 +10	+0.4%	+$1.81K	0.22%	135
2015 Q2	$509K	Buy	2,796 +670	+32%	+$122K	0.24%	124
2015 Q1	$370K	Buy	+2,126	New	+$374K	0.18%	157
2014 Q3	–	Sell	-1,331	Closed	-$214K	–	205
2014 Q2	$214K	Hold	1,331	–	–	0.1%	206
2014 Q1	$204K	Hold	1,331	–	–	0.09%	209
2013 Q4	$207K	Buy	+1,331	New	+$203K	0.09%	214

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

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

Boston Partners

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return