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Buckingham Capital Management (Ohio)’s Everest Group EG Stock Holding History

Buckingham Capital Management (Ohio)’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
Q4 		$10.3M Buy
28,289
+116
+0.4% +$43.4K 1.18% 27
2024
Q3 		$11M Sell
28,173
-135
-0.5% -$51.4K 1.26% 26
2024
Q2 		$10.8M Buy
28,308
+383
+1% +$145K 1.29% 26
2024
Q1 		$11.1M Buy
27,925
+1,096
+4% +$411K 1.36% 24
2023
Q4 		$9.49M Buy
26,829
+600
+2% +$232K 1.27% 28
2023
Q3 		$9.75M Buy
26,229
+784
+3% +$285K 1.49% 24
2023
Q2 		$8.7M Sell
25,445
-1,935
-7% -$699K 1.3% 26
2023
Q1 		$9.8M Sell
27,380
-1,752
-6% -$630K 1.57% 22
2022
Q4 		$9.65M Buy
29,132
+80
+0.3% +$24.9K 1.68% 21
2022
Q3 		$7.62M Buy
29,052
+4,573
+19% +$1.24M 1.48% 26
2022
Q2 		$6.86M Buy
24,479
+4,991
+26% +$1.41M 1.29% 29
2022
Q1 		$5.87M Buy
19,488
+3,683
+23% +$1.06M 0.96% 36
2021
Q4 		$4.33M Buy
15,805
+5,075
+47% +$1.37M 0.67% 45
2021
Q3 		$2.69M Buy
10,730
+4,787
+81% +$1.23M 0.44% 50
2021
Q2 		$1.5M Buy
+5,943
New +$1.55M 0.24% 62

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s EG Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) increased its Everest Group (EG) stake by 0.41% in Q4 2024, buying an estimated $43.4K and bringing the position to 28,289 shares worth $10.3M. The position accounts for 1.18% of the portfolio, ranked #27.

Buckingham Capital Management (Ohio) first reported a position in EG in Q2 2021 and has held it in 15 quarters since. The position peaked at $11.1M in Q1 2024. 693 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 28,289 shares of Everest Group worth $10.3M as of Q4 2024.
  • Buckingham Capital Management (Ohio) bought 116 Everest Group shares in Q4 2024, an estimated $43.4K.
  • Everest Group made up 1.18% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #27 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Everest Group in Q2 2021 and has held it in 15 quarters since.
  • Buckingham Capital Management (Ohio)'s Everest Group position peaked at $11.1M in Q1 2024.
  • 693 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.