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Atlas Private Wealth Management’s Everest Group EG Stock Holding History

Atlas Private Wealth Management’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 		$834K Hold
2,098
– – 0.35% 78
2023
Q4 		$742K Buy
2,098
+898
+75% +$348K 0.35% 80
2023
Q3 		$446K Hold
1,200
– – 0.24% 91
2023
Q2 		$410K Sell
1,200
-50
-4% -$18.1K 0.22% 93
2023
Q1 		$448K Sell
1,250
-50
-4% -$18K 0.27% 92
2022
Q4 		$431K Hold
1,300
– – 0.2% 90
2022
Q3 		$341K Hold
1,300
– – 0.25% 93
2022
Q2 		$364K Sell
1,300
-899
-41% -$254K 0.25% 93
2022
Q1 		$663K Sell
2,199
-500
-19% -$144K 0.39% 80
2021
Q4 		$739K Sell
2,699
-20
-0.7% -$5.41K 0.41% 72
2021
Q3 		$682K Sell
2,719
-100
-4% -$25.6K 0.42% 74
2021
Q2 		$710K Sell
2,819
-425
-13% -$111K 0.44% 69
2021
Q1 		$804K Sell
3,244
-635
-16% -$151K 0.51% 54
2020
Q4 		$908K Sell
3,879
-305
-7% -$67.3K 0.65% 47
2020
Q3 		$827K Hold
4,184
– – 0.65% 47
2020
Q2 		$863K Hold
4,184
– – 0.7% 40
2020
Q1 		$805K Hold
4,184
– – 0.74% 39
2019
Q4 		$1.16M Buy
+4,184
New +$1.1M 0.89% 33

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Atlas Private Wealth Management's EG Position: Q1 2024 in Review

Atlas Private Wealth Management held its Everest Group (EG) position steady in Q1 2024 at 2,098 shares worth $834K. The position accounts for 0.35% of the portfolio, ranked #78.

Atlas Private Wealth Management first reported a position in EG in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.16M in Q4 2019. 641 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Atlas Private Wealth Management held 2,098 shares of Everest Group worth $834K as of Q1 2024.
  • Atlas Private Wealth Management left its Everest Group share count unchanged in Q1 2024.
  • Everest Group made up 0.35% of Atlas Private Wealth Management's portfolio in Q1 2024, its #78 holding.
  • Atlas Private Wealth Management first reported a position in Everest Group in Q4 2019 and has held it in 18 quarters since.
  • Atlas Private Wealth Management's Everest Group position peaked at $1.16M in Q4 2019.
  • 641 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.