Addison Advisors’s Everest Group EG Stock Holding History

Addison 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
2022 Q4	–	Sell	-212	Closed	-$56K	–	794
2022 Q3	$56K	Hold	212	–	–	0.03%	249
2022 Q2	$59K	Hold	212	–	–	0.04%	241
2022 Q1	$64K	Hold	212	–	–	0.04%	249
2021 Q4	$58K	Hold	212	–	–	0.04%	229
2021 Q3	$53K	Hold	212	–	–	0.04%	175
2021 Q2	$53K	Buy	+212	New	+$55.2K	0.04%	181
2020 Q4	$50K	Buy	+212	New	+$46.8K	0.05%	177

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Addison Advisors's EG Position: Q4 2022 in Review

Addison Advisors sold out of Everest Group (EG) in Q4 2022, closing a stake of 212 shares — an estimated $56K sold.

Addison Advisors first reported a position in EG in Q4 2020 and held it in 7 quarters. The position peaked at $64K in Q1 2022. 557 funds tracked by Wall St. Rank hold EG as of Q4 2022.

Addison Advisors reported no remaining Everest Group position as of Q4 2022 after selling out during the quarter.
Addison Advisors sold 212 Everest Group shares in Q4 2022, an estimated $56K.
Addison Advisors first reported a position in Everest Group in Q4 2020 and held it in 7 quarters.
Addison Advisors's Everest Group position peaked at $64K in Q1 2022.
557 funds tracked by Wall St. Rank held Everest Group as of Q4 2022.

Based on Addison Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.