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AGF Investments LLC’s Everest Group EG Stock Holding History

AGF Investments LLC’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
Q3 		$1.59M Buy
6,072
+2,544
+72% +$688K 0.15% 75
2022
Q2 		$989K Buy
3,528
+811
+30% +$229K 0.09% 68
2022
Q1 		$819K Buy
+2,717
New +$781K 0.07% 183
2021
Q2 		– Sell
-2,600
Closed -$644K – 452
2021
Q1 		$644K Sell
2,600
-611
-19% -$145K 0.08% 156
2020
Q4 		$752K Sell
3,211
-3,116
-49% -$688K 0.09% 197
2020
Q3 		$1.25M Buy
6,327
+151
+2% +$32.3K 0.14% 175
2020
Q2 		$1.27M Buy
6,176
+3,108
+101% +$605K 0.13% 148
2020
Q1 		$590K Sell
3,068
-148
-5% -$37.8K 0.08% 233
2019
Q4 		$890K Buy
3,216
+1,238
+63% +$327K 0.17% 195
2019
Q3 		$526K Buy
1,978
+778
+65% +$196K 0.12% 158
2019
Q2 		$297K Buy
1,200
+219
+22% +$52.5K 0.06% 324
2019
Q1 		$212K Buy
981
+330
+51% +$71.8K 0.05% 313
2018
Q4 		$142K Buy
651
+407
+167% +$88.7K 0.02% 336
2018
Q3 		$55K Sell
244
-2,381
-91% -$533K 0.01% 348
2018
Q2 		$604 Sell
2,625
-207
-7% -$48.6K 0.07% 222
2018
Q1 		$723K Sell
2,832
-333
-11% -$79.9K 0.12% 151
2017
Q4 		$700K Buy
3,165
+406
+15% +$91.5K 0.12% 113
2017
Q3 		$629K Sell
2,759
-303
-10% -$76.4K 0.14% 108
2017
Q2 		$782K Buy
3,062
+224
+8% +$55.3K 0.18% 89
2017
Q1 		$664K Buy
+2,838
New +$648K 0.17% 94

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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGF Investments LLC's EG Position: Q3 2022 in Review

AGF Investments LLC increased its Everest Group (EG) stake by 72% in Q3 2022, buying an estimated $688K and bringing the position to 6,072 shares worth $1.59M. The position accounts for 0.15% of the portfolio, ranked #75.

AGF Investments LLC first reported a position in EG in Q1 2017 and has held it in 20 quarters since. 512 funds tracked by Wall St. Rank hold EG as of Q3 2022.

  • AGF Investments LLC held 6,072 shares of Everest Group worth $1.59M as of Q3 2022.
  • AGF Investments LLC bought 2,544 Everest Group shares in Q3 2022, an estimated $688K.
  • Everest Group made up 0.15% of AGF Investments LLC's portfolio in Q3 2022, its #75 holding.
  • AGF Investments LLC first reported a position in Everest Group in Q1 2017 and has held it in 20 quarters since.
  • 512 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.