XK
EG icon

Xact Kapitalforvaltning’s Everest Group EG Stock Holding History

Xact Kapitalforvaltning’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
Q1 		$1.88M Sell
9,752
-2,233
-19% -$570K 0.04% 355
2019
Q4 		$3.32M Buy
11,985
+2,822
+31% +$744K 0.06% 308
2019
Q3 		$2.44M Buy
9,163
+54
+0.6% +$13.6K 0.05% 354
2019
Q2 		$2.25M Hold
9,109
– – 0.05% 357
2019
Q1 		$1.97M Sell
9,109
-626
-6% -$136K 0.04% 377
2018
Q4 		$2.12M Hold
9,735
– – 0.05% 324
2018
Q3 		$2.22M Sell
9,735
-252
-3% -$56.4K 0.05% 369
2018
Q2 		$2.3M Hold
9,987
– – 0.05% 377
2018
Q1 		$2.56M Sell
9,987
-2,257
-18% -$542K 0.06% 332
2017
Q4 		$2.71M Buy
12,244
+460
+4% +$104K 0.06% 312
2017
Q3 		$2.69M Sell
11,784
-383
-3% -$96.5K 0.08% 299
2017
Q2 		$3.1M Buy
12,167
+1,530
+14% +$378K 0.09% 245
2017
Q1 		$2.49M Buy
10,637
+1,885
+22% +$430K 0.08% 293
2016
Q4 		$1.89M Sell
8,752
-3,597
-29% -$741K 0.07% 336
2016
Q3 		$2.35M Buy
+12,349
New +$2.32M 0.08% 274

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Xact Kapitalforvaltning's EG Position: Q1 2020 in Review

Xact Kapitalforvaltning reduced its Everest Group (EG) stake by 19% in Q1 2020, selling an estimated $570K and leaving 9,752 shares worth $1.88M. The position accounts for 0.04% of the portfolio, ranked #355.

Xact Kapitalforvaltning first reported a position in EG in Q3 2016 and has held it in 15 quarters since. The position peaked at $3.32M in Q4 2019. 429 funds tracked by Wall St. Rank hold EG as of Q1 2020.

  • Xact Kapitalforvaltning held 9,752 shares of Everest Group worth $1.88M as of Q1 2020.
  • Xact Kapitalforvaltning sold 2,233 Everest Group shares in Q1 2020, an estimated $570K.
  • Everest Group made up 0.04% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #355 holding.
  • Xact Kapitalforvaltning first reported a position in Everest Group in Q3 2016 and has held it in 15 quarters since.
  • Xact Kapitalforvaltning's Everest Group position peaked at $3.32M in Q4 2019.
  • 429 funds tracked by Wall St. Rank held Everest Group as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.