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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wright Investors Service's EG Position: Q4 2017 in Review

Wright Investors Service sold out of Everest Group (EG) in Q4 2017, closing a stake of 1,935 shares — an estimated $442K sold.

Wright Investors Service first reported a position in EG in Q4 2013 and held it in 14 quarters. The position peaked at $597K in Q1 2016. 437 funds tracked by Wall St. Rank hold EG as of Q4 2017.

  • Wright Investors Service reported no remaining Everest Group position as of Q4 2017 after selling out during the quarter.
  • Wright Investors Service sold 1,935 Everest Group shares in Q4 2017, an estimated $442K.
  • Wright Investors Service first reported a position in Everest Group in Q4 2013 and held it in 14 quarters.
  • Wright Investors Service's Everest Group position peaked at $597K in Q1 2016.
  • 437 funds tracked by Wall St. Rank held Everest Group as of Q4 2017.

Based on Wright Investors Service's 13F filing for Q4 2017, filed 30 Jan 2018.