Bain Capital Public Equity’s Everest Group EG Stock Holding History

Bain Capital Public Equity’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	-17,740	Closed	-$7.05M	–	37
2024 Q1	$7.05M	Sell	17,740 -9,288	-34%	-$3.48M	5.53%	5
2023 Q4	$9.56M	Sell	27,028 -2,272	-8%	-$880K	7.17%	2
2023 Q3	$10.9M	Sell	29,300 -2,414	-8%	-$876K	8.35%	2
2023 Q2	$10.8M	Buy	31,714 +2,181	+7%	+$788K	8.77%	1
2023 Q1	$10.6M	Sell	29,533 -3,585	-11%	-$1.29M	10.67%	1
2022 Q4	$11M	Buy	+33,118	New	+$10.3M	8.66%	2

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

Bain Capital Public Equity's EG Position: Q2 2024 in Review

Bain Capital Public Equity sold out of Everest Group (EG) in Q2 2024, closing a stake of 17,740 shares — an estimated $7.05M sold.

Bain Capital Public Equity first reported a position in EG in Q4 2022 and held it in 6 quarters. The position peaked at $11M in Q4 2022. 631 funds tracked by Wall St. Rank hold EG as of Q2 2024.

Bain Capital Public Equity reported no remaining Everest Group position as of Q2 2024 after selling out during the quarter.
Bain Capital Public Equity sold 17,740 Everest Group shares in Q2 2024, an estimated $7.05M.
Bain Capital Public Equity first reported a position in Everest Group in Q4 2022 and held it in 6 quarters.
Bain Capital Public Equity's Everest Group position peaked at $11M in Q4 2022.
631 funds tracked by Wall St. Rank held Everest Group as of Q2 2024.

Based on Bain Capital Public Equity's 13F filing for Q2 2024, filed 14 Aug 2024.