Capital Analysts LLC’s Everest Group EG Stock Holding History

Capital Analysts LLC’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	-5	Closed	-$2K	–	1322
2024 Q3	$2K	Hold	5	–	–	﹤0.01%	1211
2024 Q2	$2K	Hold	5	–	–	﹤0.01%	1105
2024 Q1	$2K	Hold	5	–	–	﹤0.01%	1047
2023 Q4	$2K	Sell	5 -13	-72%	-$5.03K	﹤0.01%	1018
2023 Q3	$7K	Buy	18 +11	+157%	+$3.99K	﹤0.01%	929
2023 Q2	$2K	Hold	7	–	–	﹤0.01%	940
2023 Q1	$2K	Hold	7	–	–	﹤0.01%	918
2022 Q4	$2K	Hold	7	–	–	﹤0.01%	985
2022 Q3	$2K	Hold	7	–	–	﹤0.01%	991
2022 Q2	$2K	Hold	7	–	–	﹤0.01%	940
2022 Q1	$2K	Hold	7	–	–	﹤0.01%	873
2021 Q4	$2K	Hold	7	–	–	﹤0.01%	952
2021 Q3	$2K	Hold	7	–	–	﹤0.01%	927
2021 Q2	$2K	Buy	7 +1	+17%	+$260	﹤0.01%	880
2021 Q1	$2K	Buy	+6	New	+$1.43K	﹤0.01%	962

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return