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Brophy Wealth Management’s Everest Group EG Stock Holding History

Brophy 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
2024
Q3 		$749K Buy
+1,912
New +$728K 0.27% 90

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Brophy Wealth Management's EG Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Everest Group (EG) in Q3 2024: 1,912 shares worth $749K. The stake represents 0.27% of the portfolio and ranks #90 among its holdings.

673 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • Brophy Wealth Management held 1,912 shares of Everest Group worth $749K as of Q3 2024.
  • Everest Group was a new Brophy Wealth Management position in Q3 2024.
  • Everest Group made up 0.27% of Brophy Wealth Management's portfolio in Q3 2024, its #90 holding.
  • 673 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.