Carroll Financial Associates’s Everest Group EG Stock Holding History

Carroll Financial Associates’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
2021 Q4	$0	Hold	1	–	–	﹤0.01%	1689
2021 Q3	$0	Buy	+1	New	+$256	﹤0.01%	1809
2021 Q2	–	Sell	-3	Closed	–	–	1722
2021 Q1	$0	Sell	3 -3	-50%	-$714	﹤0.01%	1652
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	1449
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	1405
2020 Q2	$1K	Hold	6	–	–	﹤0.01%	1418
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	1355
2019 Q4	$1K	Hold	6	–	–	﹤0.01%	1433
2019 Q3	$1K	Hold	6	–	–	﹤0.01%	1399
2019 Q2	$1K	Hold	6	–	–	﹤0.01%	1448
2019 Q1	$1K	Hold	6	–	–	﹤0.01%	1292
2018 Q4	$1K	Hold	6	–	–	﹤0.01%	1220
2018 Q3	$1K	Buy	+6	New	+$1.34K	﹤0.01%	1231
2015 Q3	–	Sell	-23	Closed	-$4K	–	1091
2015 Q2	$4K	Buy	+23	New	+$4.18K	﹤0.01%	885
2014 Q4	–	Sell	-126	Closed	-$21K	–	756
2014 Q3	$21K	Hold	126	–	–	0.01%	441
2014 Q2	$20K	Buy	126 +68	+117%	+$10.8K	0.01%	477
2014 Q1	$9K	Buy	+58	New	+$8.57K	﹤0.01%	546

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIP

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Carroll Financial Associates's EG Position: Q4 2021 in Review

Carroll Financial Associates held its Everest Group (EG) position steady in Q4 2021 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Carroll Financial Associates first reported a position in EG in Q1 2014 and has held it in 17 quarters since. The position peaked at $21K in Q3 2014. 479 funds tracked by Wall St. Rank hold EG as of Q4 2021.

Carroll Financial Associates held 1 share of Everest Group worth $0 as of Q4 2021.
Carroll Financial Associates left its Everest Group share count unchanged in Q4 2021.
Everest Group made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1689 holding.
Carroll Financial Associates first reported a position in Everest Group in Q1 2014 and has held it in 17 quarters since.
Carroll Financial Associates's Everest Group position peaked at $21K in Q3 2014.
479 funds tracked by Wall St. Rank held Everest Group as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.