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1834 Investment Advisors’s Everest Group EG Stock Holding History

1834 Investment Advisors’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
2023
Q3 		– Sell
-790
Closed -$270K – 232
2023
Q2 		$270K Buy
+790
New +$285K 0.03% 213
2022
Q3 		– Sell
-5
Closed -$1K – 274
2022
Q2 		$1K Buy
+5
New +$1.41K ﹤0.01% 456

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

1834 Investment Advisors's EG Position: Q3 2023 in Review

1834 Investment Advisors sold out of Everest Group (EG) in Q3 2023, closing a stake of 790 shares — an estimated $270K sold.

1834 Investment Advisors first reported a position in EG in Q2 2022 and held it in 2 quarters. The position peaked at $270K in Q2 2023. 588 funds tracked by Wall St. Rank hold EG as of Q3 2023.

  • 1834 Investment Advisors reported no remaining Everest Group position as of Q3 2023 after selling out during the quarter.
  • 1834 Investment Advisors sold 790 Everest Group shares in Q3 2023, an estimated $270K.
  • 1834 Investment Advisors first reported a position in Everest Group in Q2 2022 and held it in 2 quarters.
  • 1834 Investment Advisors's Everest Group position peaked at $270K in Q2 2023.
  • 588 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.

Based on 1834 Investment Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.