Benjamin F. Edwards & Company’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $38K | Hold |
100
| – | – | ﹤0.01% | 1396 |
|
|
2024
Q1 | $40K | Hold |
100
| – | – | ﹤0.01% | 1363 |
|
|
2023
Q4 | $35K | Hold |
100
| – | – | ﹤0.01% | 1341 |
|
|
2023
Q3 | $37K | Hold |
100
| – | – | ﹤0.01% | 1134 |
|
|
2023
Q2 | $34K | Hold |
100
| – | – | ﹤0.01% | 1165 |
|
|
2023
Q1 | $36K | Hold |
100
| – | – | ﹤0.01% | 1168 |
|
|
2022
Q4 | $33K | Hold |
100
| – | – | ﹤0.01% | 1173 |
|
|
2022
Q3 | $26K | Buy |
+100
| New | +$27.1K | ﹤0.01% | 1193 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$20K | – | 1626 |
|
|
2020
Q3 | $20K | Hold |
100
| – | – | ﹤0.01% | 1112 |
|
|
2020
Q2 | $21K | Hold |
100
| – | – | ﹤0.01% | 1102 |
|
|
2020
Q1 | $19K | Hold |
100
| – | – | ﹤0.01% | 1088 |
|
|
2019
Q4 | $28K | Hold |
100
| – | – | ﹤0.01% | 1124 |
|
|
2019
Q3 | $27K | Hold |
100
| – | – | ﹤0.01% | 1100 |
|
|
2019
Q2 | $25K | Hold |
100
| – | – | ﹤0.01% | 1125 |
|
|
2019
Q1 | $22K | Hold |
100
| – | – | ﹤0.01% | 1107 |
|
|
2018
Q4 | $22K | Hold |
100
| – | – | ﹤0.01% | 1066 |
|
|
2018
Q3 | $23K | Sell |
100
-125
| -56% | -$28K | ﹤0.01% | 1070 |
|
|
2018
Q2 | $52K | Hold |
225
| – | – | 0.01% | 835 |
|
|
2018
Q1 | $58K | Hold |
225
| – | – | 0.01% | 809 |
|
|
2017
Q4 | $50K | Buy |
225
+125
| +125% | +$28.2K | 0.01% | 807 |
|
|
2017
Q3 | $23K | Hold |
100
| – | – | ﹤0.01% | 944 |
|
|
2017
Q2 | $25K | Hold |
100
| – | – | ﹤0.01% | 850 |
|
|
2017
Q1 | $23K | Hold |
100
| – | – | ﹤0.01% | 831 |
|
|
2016
Q4 | $22K | Hold |
100
| – | – | ﹤0.01% | 772 |
|
|
2016
Q3 | $19K | Hold |
100
| – | – | ﹤0.01% | 713 |
|
|
2016
Q2 | $18K | Sell |
100
-50
| -33% | -$9.19K | ﹤0.01% | 688 |
|
|
2016
Q1 | $30K | Hold |
150
| – | – | 0.01% | 602 |
|
|
2015
Q4 | $27K | Hold |
150
| – | – | 0.01% | 628 |
|
|
2015
Q3 | $26K | Sell |
150
-1,480
| -91% | -$268K | 0.01% | 649 |
|
|
2015
Q2 | $297K | Hold |
1,630
| – | – | 0.06% | 280 |
|
|
2015
Q1 | $284K | Sell |
1,630
-165
| -9% | -$29K | 0.06% | 278 |
|
|
2014
Q4 | $306K | Buy |
1,795
+25
| +1% | +$4.22K | 0.07% | 254 |
|
|
2014
Q3 | $287K | Buy |
1,770
+280
| +19% | +$45.3K | 0.07% | 258 |
|
|
2014
Q2 | $239K | Buy |
+1,490
| New | +$236K | 0.06% | 275 |
|
|
2014
Q1 | – | Sell |
-67
| Closed | -$10K | – | 911 |
|
|
2013
Q4 | $10K | Buy |
67
+17
| +34% | +$2.6K | ﹤0.01% | 648 |
|
|
2013
Q3 | $7K | Buy |
+50
| New | +$6.78K | ﹤0.01% | 656 |
|
Other funds holding EG
CIP
Benjamin F. Edwards & Company's EG Position: Q2 2024 in Review
Benjamin F. Edwards & Company held its Everest Group (EG) position steady in Q2 2024 at 100 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.
Benjamin F. Edwards & Company first reported a position in EG in Q3 2013 and has held it in 36 quarters since. The position peaked at $306K in Q4 2014. 631 funds tracked by Wall St. Rank hold EG as of Q2 2024.
- Benjamin F. Edwards & Company held 100 shares of Everest Group worth $38K as of Q2 2024.
- Benjamin F. Edwards & Company left its Everest Group share count unchanged in Q2 2024.
- Everest Group made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1396 holding.
- Benjamin F. Edwards & Company first reported a position in Everest Group in Q3 2013 and has held it in 36 quarters since.
- Benjamin F. Edwards & Company's Everest Group position peaked at $306K in Q4 2014.
- 631 funds tracked by Wall St. Rank held Everest Group as of Q2 2024.
Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.