Altshuler Shaham’s Everest Group EG Stock Holding History

Altshuler Shaham’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 Q2	–	Sell	-218	Closed	-$78K	–	341
2023 Q1	$78K	Buy	+218	New	+$78.3K	﹤0.01%	170

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

CIP

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

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

Altshuler Shaham's EG Position: Q2 2023 in Review

Altshuler Shaham sold out of Everest Group (EG) in Q2 2023, closing a stake of 218 shares — an estimated $78K sold.

Altshuler Shaham first reported a position in EG in Q1 2023 and held it in 1 quarter. The position peaked at $78K in Q1 2023. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

Altshuler Shaham reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
Altshuler Shaham sold 218 Everest Group shares in Q2 2023, an estimated $78K.
Altshuler Shaham first reported a position in Everest Group in Q1 2023 and held it in 1 quarter.
Altshuler Shaham's Everest Group position peaked at $78K in Q1 2023.
581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on Altshuler Shaham's 13F filing for Q2 2023, filed 24 Jul 2023.