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Brookfield Corp’s Everest Group EG Stock Holding History

Brookfield Corp’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
Q3 		– Sell
-13,762
Closed -$4.7M – 242
2023
Q2 		$4.7M Buy
+13,762
New +$4.97M 0.02% 274
2023
Q1 		– Sell
-24,491
Closed -$8.11M – 692
2022
Q4 		$8.11M Buy
+24,491
New +$7.63M 0.03% 175
2022
Q3 		– Sell
-36,205
Closed -$10.1M – 662
2022
Q2 		$10.1M Buy
36,205
+8,734
+32% +$2.47M 0.04% 146
2022
Q1 		$8.28M Buy
27,471
+15,408
+128% +$4.43M 0.03% 183
2021
Q4 		$3.3M Buy
+12,063
New +$3.26M 0.01% 272

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brookfield Corp's EG Position: Q3 2023 in Review

Brookfield Corp sold out of Everest Group (EG) in Q3 2023, closing a stake of 13,762 shares — an estimated $4.7M sold.

Brookfield Corp first reported a position in EG in Q4 2021 and held it in 5 quarters. The position peaked at $10.1M in Q2 2022. 588 funds tracked by Wall St. Rank hold EG as of Q3 2023.

  • Brookfield Corp reported no remaining Everest Group position as of Q3 2023 after selling out during the quarter.
  • Brookfield Corp sold 13,762 Everest Group shares in Q3 2023, an estimated $4.7M.
  • Brookfield Corp first reported a position in Everest Group in Q4 2021 and held it in 5 quarters.
  • Brookfield Corp's Everest Group position peaked at $10.1M in Q2 2022.
  • 588 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.

Based on Brookfield Corp's 13F filing for Q3 2023, filed 14 Nov 2023.