BWM
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BerganKDV Wealth Management’s Everest Group EG Stock Holding History

BerganKDV 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
2023
Q2 		– Sell
-2
Closed -$825 – 924
2023
Q1 		$825 Hold
2
– – ﹤0.01% 924
2022
Q4 		$763 Sell
2
-5
-71% -$1.56K ﹤0.01% 911
2022
Q3 		$2K Sell
7
-6
-46% -$1.62K ﹤0.01% 799
2022
Q2 		$4K Hold
13
– – ﹤0.01% 725
2022
Q1 		$4K Hold
13
– – ﹤0.01% 750
2021
Q4 		$4K Hold
13
– – ﹤0.01% 806
2021
Q3 		$3K Hold
13
– – ﹤0.01% 814
2021
Q2 		$3K Hold
13
– – ﹤0.01% 757
2021
Q1 		$3K Hold
13
– – ﹤0.01% 728
2020
Q4 		$3K Buy
13
+2
+18% +$442 ﹤0.01% 726
2020
Q3 		$2K Hold
11
– – ﹤0.01% 694
2020
Q2 		$2K Hold
11
– – ﹤0.01% 743
2020
Q1 		$2K Buy
11
+4
+57% +$1.02K ﹤0.01% 729
2019
Q4 		$2K Buy
+7
New +$1.85K ﹤0.01% 762

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Wellington Management Group
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Boston Partners
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Viking Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return