American Trust’s Everest Group EG Stock Holding History

American Trust’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
2024 Q3	–	Sell	-720	Closed	-$274K	–	270
2024 Q2	$274K	Sell	720 -575	-44%	-$217K	0.02%	183
2024 Q1	$515K	Sell	1,295 -243	-16%	-$91.1K	0.04%	139
2023 Q4	$544K	Buy	1,538 +3	+0.2%	+$1.16K	0.04%	135
2023 Q3	$571K	Sell	1,535 -863	-36%	-$313K	0.04%	137
2023 Q2	$820K	Sell	2,398 -288	-11%	-$104K	0.06%	158
2023 Q1	$962K	Buy	2,686 +220	+9%	+$79.1K	0.07%	133
2022 Q4	$817K	Buy	2,466 +1,105	+81%	+$344K	0.08%	147
2022 Q3	$357K	Sell	1,361 -45	-3%	-$12.2K	0.03%	266
2022 Q2	$394K	Buy	1,406 +583	+71%	+$165K	0.03%	259
2022 Q1	$248K	Sell	823 -568	-41%	-$163K	0.02%	400
2021 Q4	$381K	Buy	+1,391	New	+$376K	0.03%	201

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

Wellington Management Group

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

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

Boston Partners

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

Franklin Resources

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

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return