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 – 347
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 $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return