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Campbell & Co Investment Adviser’s Everest Group EG Stock Holding History

Campbell & Co Investment Adviser’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 		– Sell
-20,116
Closed -$7.88M – 1126
2024
Q3 		$7.88M Buy
+20,116
New +$7.66M 0.59% 5
2024
Q2 		– Sell
-715
Closed -$284K – 1119
2024
Q1 		$284K Sell
715
-1,116
-61% -$418K 0.02% 926
2023
Q4 		$647K Buy
+1,831
New +$709K 0.06% 585
2023
Q3 		– Sell
-1,889
Closed -$646K – 1008
2023
Q2 		$646K Buy
+1,889
New +$682K 0.12% 312
2022
Q2 		– Sell
-5,438
Closed -$1.64M – 734
2022
Q1 		$1.64M Buy
5,438
+688
+14% +$198K 0.44% 21
2021
Q4 		$1.3M Buy
+4,750
New +$1.28M 0.45% 27
2021
Q2 		– Sell
-1,400
Closed -$347K – 569
2021
Q1 		$347K Buy
+1,400
New +$333K 0.21% 183
2020
Q4 		– Sell
-8,100
Closed -$1.6M – 451
2020
Q3 		$1.6M Buy
+8,100
New +$1.73M 1.19% 1
2017
Q4 		– Sell
-1,900
Closed -$434K – 425
2017
Q3 		$434K Buy
+1,900
New +$479K 0.35% 84
2016
Q3 		– Sell
-2,784
Closed -$509K – 159
2016
Q2 		$509K Buy
+2,784
New +$512K 2.57% 2
2015
Q4 		– Sell
-4,128
Closed -$716K – 121
2015
Q3 		$716K Buy
+4,128
New +$747K 0.48% 56
2014
Q1 		– Sell
-11,165
Closed -$1.74M – 228
2013
Q4 		$1.74M Buy
+11,165
New +$1.7M 0.39% 92

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

Campbell & Co Investment Adviser's EG Position: Q4 2024 in Review

Campbell & Co Investment Adviser sold out of Everest Group (EG) in Q4 2024, closing a stake of 20,116 shares — an estimated $7.88M sold.

Campbell & Co Investment Adviser first reported a position in EG in Q4 2013 and held it in 12 quarters. The position peaked at $7.88M in Q3 2024. 692 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • Campbell & Co Investment Adviser reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 20,116 Everest Group shares in Q4 2024, an estimated $7.88M.
  • Campbell & Co Investment Adviser first reported a position in Everest Group in Q4 2013 and held it in 12 quarters.
  • Campbell & Co Investment Adviser's Everest Group position peaked at $7.88M in Q3 2024.
  • 692 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on Campbell & Co Investment Adviser's 13F filing for Q4 2024, filed 10 Feb 2025.