Americana Partners’s Everest Group EG Stock Holding History

Americana Partners’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 Q2	–	Sell	-9,597	Closed	-$3.81M	–	356
2024 Q1	$3.81M	Buy	9,597 +581	+6%	+$218K	0.32%	86
2023 Q4	$3.18M	Buy	9,016 +284	+3%	+$110K	0.3%	87
2023 Q3	$3.27M	Buy	8,732 +3,438	+65%	+$1.25M	0.35%	74
2023 Q2	$1.81M	Sell	5,294 -228	-4%	-$82.3K	0.23%	100
2023 Q1	$1.98M	Buy	5,522 +100	+2%	+$35.9K	0.31%	87
2022 Q4	$1.23M	Buy	5,422 +3,053	+129%	+$951K	0.21%	107
2022 Q3	$621K	Sell	2,369 -98	-4%	-$26.5K	0.11%	143
2022 Q2	$687K	Buy	+2,467	New	+$697K	0.12%	133

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Americana Partners's EG Position: Q2 2024 in Review

Americana Partners sold out of Everest Group (EG) in Q2 2024, closing a stake of 9,597 shares — an estimated $3.81M sold.

Americana Partners first reported a position in EG in Q2 2022 and held it in 8 quarters. The position peaked at $3.81M in Q1 2024. 631 funds tracked by Wall St. Rank hold EG as of Q2 2024.

Americana Partners reported no remaining Everest Group position as of Q2 2024 after selling out during the quarter.
Americana Partners sold 9,597 Everest Group shares in Q2 2024, an estimated $3.81M.
Americana Partners first reported a position in Everest Group in Q2 2022 and held it in 8 quarters.
Americana Partners's Everest Group position peaked at $3.81M in Q1 2024.
631 funds tracked by Wall St. Rank held Everest Group as of Q2 2024.

Based on Americana Partners's 13F filing for Q2 2024, filed 30 Jul 2024.