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Advisor Partners II’s Everest Group EG Stock Holding History

Advisor Partners II’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 		$1.23M Buy
3,302
+98
+3% +$35.6K 0.05% 416
2023
Q2 		$1.1M Buy
3,204
+138
+5% +$49.8K 0.05% 363
2023
Q1 		$1.1M Buy
3,066
+84
+3% +$30.2K 0.06% 329
2022
Q4 		$988K Buy
2,982
+20
+0.7% +$6.23K 0.06% 320
2022
Q3 		$777K Buy
+2,962
New +$801K 0.06% 338

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
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

Advisor Partners II's EG Position: Q3 2023 in Review

Advisor Partners II increased its Everest Group (EG) stake by 3.1% in Q3 2023, buying an estimated $35.6K and bringing the position to 3,302 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #416.

Advisor Partners II first reported a position in EG in Q3 2022 and has held it in 5 quarters since. 588 funds tracked by Wall St. Rank hold EG as of Q3 2023.

  • Advisor Partners II held 3,302 shares of Everest Group worth $1.23M as of Q3 2023.
  • Advisor Partners II bought 98 Everest Group shares in Q3 2023, an estimated $35.6K.
  • Everest Group made up 0.05% of Advisor Partners II's portfolio in Q3 2023, its #416 holding.
  • Advisor Partners II first reported a position in Everest Group in Q3 2022 and has held it in 5 quarters since.
  • 588 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.