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Central Bank & Trust’s Everest Group EG Stock Holding History

Central Bank & Trust’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
Q1 		– Sell
-38
Closed -$13.4K – 346
2023
Q4 		$13.4K Buy
+38
New +$14.7K ﹤0.01% 297

Other funds holding EG

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

Central Bank & Trust's EG Position: Q1 2024 in Review

Central Bank & Trust sold out of Everest Group (EG) in Q1 2024, closing a stake of 38 shares — an estimated $13.4K sold.

Central Bank & Trust first reported a position in EG in Q4 2023 and held it in 1 quarter. The position peaked at $13.4K in Q4 2023. 641 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Central Bank & Trust reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
  • Central Bank & Trust sold 38 Everest Group shares in Q1 2024, an estimated $13.4K.
  • Central Bank & Trust first reported a position in Everest Group in Q4 2023 and held it in 1 quarter.
  • Central Bank & Trust's Everest Group position peaked at $13.4K in Q4 2023.
  • 641 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Central Bank & Trust's 13F filing for Q1 2024, filed 11 Apr 2024.