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Cambridge Trust’s Everest Group EG Stock Holding History

Cambridge Trust’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
Q1 		$35.8K Hold
90
– – ﹤0.01% 462
2023
Q4 		$31.8K Hold
90
– – ﹤0.01% 461
2023
Q3 		$33.5K Hold
90
– – ﹤0.01% 457
2023
Q2 		$30.8K Hold
90
– – ﹤0.01% 473
2023
Q1 		$32.2K Hold
90
– – ﹤0.01% 488
2022
Q4 		$30K Sell
90
-12
-12% -$3.74K ﹤0.01% 500
2022
Q3 		$27K Hold
102
– – ﹤0.01% 523
2022
Q2 		$28K Buy
102
+12
+13% +$3.39K ﹤0.01% 564
2022
Q1 		$27K Sell
90
-2
-2% -$575 ﹤0.01% 627
2021
Q4 		$26K Buy
+92
New +$24.9K ﹤0.01% 643

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cambridge Trust's EG Position: Q1 2024 in Review

Cambridge Trust held its Everest Group (EG) position steady in Q1 2024 at 90 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Cambridge Trust first reported a position in EG in Q4 2021 and has held it in 10 quarters since. 640 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Cambridge Trust held 90 shares of Everest Group worth $35.8K as of Q1 2024.
  • Cambridge Trust left its Everest Group share count unchanged in Q1 2024.
  • Everest Group made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #462 holding.
  • Cambridge Trust first reported a position in Everest Group in Q4 2021 and has held it in 10 quarters since.
  • 640 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.