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Capital Group Private Client Services’s Everest Group EG Stock Holding History

Capital Group Private Client Services’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
2022
Q2 		– Sell
-842
Closed -$254K – 234
2022
Q1 		$254K Sell
842
-7,315
-90% -$2.1M ﹤0.01% 225
2021
Q4 		$2.23M Sell
8,157
-245
-3% -$66.2K 0.02% 169
2021
Q3 		$2.11M Buy
+8,402
New +$2.15M 0.02% 168

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Group Private Client Services's EG Position: Q2 2022 in Review

Capital Group Private Client Services sold out of Everest Group (EG) in Q2 2022, closing a stake of 842 shares — an estimated $254K sold.

Capital Group Private Client Services first reported a position in EG in Q3 2021 and held it in 3 quarters. The position peaked at $2.23M in Q4 2021. 530 funds tracked by Wall St. Rank hold EG as of Q2 2022.

  • Capital Group Private Client Services reported no remaining Everest Group position as of Q2 2022 after selling out during the quarter.
  • Capital Group Private Client Services sold 842 Everest Group shares in Q2 2022, an estimated $254K.
  • Capital Group Private Client Services first reported a position in Everest Group in Q3 2021 and held it in 3 quarters.
  • Capital Group Private Client Services's Everest Group position peaked at $2.23M in Q4 2021.
  • 530 funds tracked by Wall St. Rank held Everest Group as of Q2 2022.

Based on Capital Group Private Client Services's 13F filing for Q2 2022, filed 15 Aug 2022.