Baldrige Asset Management’s Everest Group EG Stock Holding History

Baldrige Asset 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
2023 Q1	$1K	Buy	+4	New	+$1.44K	﹤0.01%	344

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

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

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

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

CIP

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Baldrige Asset Management's EG Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in Everest Group (EG) in Q1 2023: 4 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #344 among its holdings.

581 funds tracked by Wall St. Rank hold EG as of Q1 2023.

Baldrige Asset Management held 4 shares of Everest Group worth $1K as of Q1 2023.
Everest Group was a new Baldrige Asset Management position in Q1 2023.
Everest Group made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #344 holding.
581 funds tracked by Wall St. Rank held Everest Group as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.