American Portfolios Advisors’s Everest Group EG Stock Holding History

American Portfolios 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 Q3	$13.6K	Sell	52 -76	-59%	-$20.6K	﹤0.01%	2381
2022 Q2	$36K	Buy	128 +10	+8%	+$2.83K	﹤0.01%	1943
2022 Q1	$35.5K	Sell	118 -56	-32%	-$16.1K	﹤0.01%	2057
2021 Q4	$47.6K	Sell	174 -6	-3%	-$1.62K	﹤0.01%	1892
2021 Q3	$45K	Hold	180	–	–	﹤0.01%	1821
2021 Q2	$45.2K	Buy	180 +10	+6%	+$2.6K	﹤0.01%	1777
2021 Q1	$42.2K	Buy	170 +6	+4%	+$1.43K	﹤0.01%	1678
2020 Q4	$38.5K	Buy	164 +2	+1%	+$442	﹤0.01%	1523
2020 Q3	$32.1K	Hold	162	–	–	﹤0.01%	1492
2020 Q2	$33.5K	Buy	162 +14	+9%	+$2.73K	﹤0.01%	1439
2020 Q1	$28.5K	Buy	148 +9	+6%	+$2.3K	﹤0.01%	1396
2019 Q4	$38.5K	Buy	139 +109	+363%	+$28.8K	﹤0.01%	1450
2019 Q3	$8.08K	Hold	30	–	–	﹤0.01%	2006
2019 Q2	$7.47K	Hold	30	–	–	﹤0.01%	2019
2019 Q1	$6.51K	Buy	+30	New	+$6.53K	﹤0.01%	1990

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

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

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

AGA

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

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

American Portfolios Advisors's EG Position: Q3 2022 in Review

American Portfolios Advisors reduced its Everest Group (EG) stake by 59% in Q3 2022, selling an estimated $20.6K and leaving 52 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

American Portfolios Advisors first reported a position in EG in Q1 2019 and has held it in 15 quarters since. The position peaked at $47.6K in Q4 2021. 512 funds tracked by Wall St. Rank hold EG as of Q3 2022.

American Portfolios Advisors held 52 shares of Everest Group worth $13.6K as of Q3 2022.
American Portfolios Advisors sold 76 Everest Group shares in Q3 2022, an estimated $20.6K.
Everest Group made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2381 holding.
American Portfolios Advisors first reported a position in Everest Group in Q1 2019 and has held it in 15 quarters since.
American Portfolios Advisors's Everest Group position peaked at $47.6K in Q4 2021.
512 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.