AXS Investments’s Everest Group EG Stock Holding History

AXS Investments’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
2023 Q2	–	Sell	-455	Closed	-$163K	–	438
2023 Q1	$163K	Sell	455 -5	-1%	-$1.8K	0.05%	223
2022 Q4	$152K	Buy	+460	New	+$143K	0.05%	206

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

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

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

CIP

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

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

AXS Investments's EG Position: Q2 2023 in Review

AXS Investments sold out of Everest Group (EG) in Q2 2023, closing a stake of 455 shares — an estimated $163K sold.

AXS Investments first reported a position in EG in Q4 2022 and held it in 2 quarters. The position peaked at $163K in Q1 2023. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

AXS Investments reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
AXS Investments sold 455 Everest Group shares in Q2 2023, an estimated $163K.
AXS Investments first reported a position in Everest Group in Q4 2022 and held it in 2 quarters.
AXS Investments's Everest Group position peaked at $163K in Q1 2023.
581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on AXS Investments's 13F filing for Q2 2023, filed 10 Aug 2023.