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Arrow Investment Advisors’s Everest Group EG Stock Holding History

Arrow Investment 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
2024
Q1 		– Sell
-897
Closed -$317K – 53
2023
Q4 		$317K Sell
897
-198
-18% -$76.7K 0.27% 27
2023
Q3 		$407K Sell
1,095
-8
-0.7% -$2.9K 0.33% 22
2023
Q2 		$377K Sell
1,103
-140
-11% -$50.6K 0.3% 23
2023
Q1 		$445K Sell
1,243
-307
-20% -$110K 0.33% 20
2022
Q4 		$513K Buy
+1,550
New +$483K 0.36% 19

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrow Investment Advisors's EG Position: Q1 2024 in Review

Arrow Investment Advisors sold out of Everest Group (EG) in Q1 2024, closing a stake of 897 shares — an estimated $317K sold.

Arrow Investment Advisors first reported a position in EG in Q4 2022 and held it in 5 quarters. The position peaked at $513K in Q4 2022. 641 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Arrow Investment Advisors reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
  • Arrow Investment Advisors sold 897 Everest Group shares in Q1 2024, an estimated $317K.
  • Arrow Investment Advisors first reported a position in Everest Group in Q4 2022 and held it in 5 quarters.
  • Arrow Investment Advisors's Everest Group position peaked at $513K in Q4 2022.
  • 641 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Arrow Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.