CF
EG icon

Cantor Fitzgerald’s Everest Group EG Stock Holding History

Cantor Fitzgerald’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
Q4 		– Sell
-2,422
Closed -$900K – 346
2023
Q3 		$900K Sell
2,422
-287
-11% -$104K 0.02% 278
2023
Q2 		$926K Sell
2,709
-49
-2% -$17.7K 0.02% 317
2023
Q1 		$987K Sell
2,758
-69
-2% -$24.8K 0.02% 374
2022
Q4 		$937K Buy
2,827
+600
+27% +$187K 0.02% 403
2022
Q3 		$584K Sell
2,227
-30
-1% -$8.12K 0.01% 485
2022
Q2 		$633K Buy
+2,257
New +$638K 0.01% 523

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cantor Fitzgerald's EG Position: Q4 2023 in Review

Cantor Fitzgerald sold out of Everest Group (EG) in Q4 2023, closing a stake of 2,422 shares — an estimated $900K sold.

Cantor Fitzgerald first reported a position in EG in Q2 2022 and held it in 6 quarters. The position peaked at $987K in Q1 2023. 668 funds tracked by Wall St. Rank hold EG as of Q4 2023.

  • Cantor Fitzgerald reported no remaining Everest Group position as of Q4 2023 after selling out during the quarter.
  • Cantor Fitzgerald sold 2,422 Everest Group shares in Q4 2023, an estimated $900K.
  • Cantor Fitzgerald first reported a position in Everest Group in Q2 2022 and held it in 6 quarters.
  • Cantor Fitzgerald's Everest Group position peaked at $987K in Q1 2023.
  • 668 funds tracked by Wall St. Rank held Everest Group as of Q4 2023.

Based on Cantor Fitzgerald's 13F filing for Q4 2023, filed 14 Feb 2024.