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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BerganKDV Wealth Management's EG Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Everest Group (EG) in Q2 2023, closing a stake of 2 shares — an estimated $825 sold.

BerganKDV Wealth Management first reported a position in EG in Q4 2019 and held it in 14 quarters. The position peaked at $4K in Q2 2022. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

BerganKDV Wealth Management reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 2 Everest Group shares in Q2 2023, an estimated $825.
BerganKDV Wealth Management first reported a position in Everest Group in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Everest Group position peaked at $4K in Q2 2022.
581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.