BC
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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 – 694
2022
Q4 		$8.11M Buy
+24,491
New +$7.63M 0.03% 175
2022
Q3 		– Sell
-36,205
Closed -$10.1M – 663
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return