ZIC
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ZWJ Investment Counsel’s Everest Group EG Stock Holding History

ZWJ Investment Counsel’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 		– Sell
-1,771
Closed -$490K – 202
2019
Q4 		$490K Buy
+1,771
New +$467K 0.03% 149

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

ZWJ Investment Counsel's EG Position: Q1 2020 in Review

ZWJ Investment Counsel sold out of Everest Group (EG) in Q1 2020, closing a stake of 1,771 shares — an estimated $490K sold.

ZWJ Investment Counsel first reported a position in EG in Q4 2019 and held it in 1 quarter. The position peaked at $490K in Q4 2019. 429 funds tracked by Wall St. Rank hold EG as of Q1 2020.

  • ZWJ Investment Counsel reported no remaining Everest Group position as of Q1 2020 after selling out during the quarter.
  • ZWJ Investment Counsel sold 1,771 Everest Group shares in Q1 2020, an estimated $490K.
  • ZWJ Investment Counsel first reported a position in Everest Group in Q4 2019 and held it in 1 quarter.
  • ZWJ Investment Counsel's Everest Group position peaked at $490K in Q4 2019.
  • 429 funds tracked by Wall St. Rank held Everest Group as of Q1 2020.

Based on ZWJ Investment Counsel's 13F filing for Q1 2020, filed 18 May 2020.