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Cetera Advisor Networks’s Everest Group EG Stock Holding History

Cetera Advisor Networks’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 		$866K Buy
2,178
+214
+11% +$80.2K ﹤0.01% 1563
2023
Q4 		$694K Buy
1,964
+764
+64% +$296K ﹤0.01% 1628
2023
Q3 		$446K Buy
1,200
+397
+49% +$144K ﹤0.01% 1853
2023
Q2 		$275K Sell
803
-45
-5% -$16.3K ﹤0.01% 2148
2023
Q1 		$304K Buy
848
+21
+3% +$7.55K ﹤0.01% 2047
2022
Q4 		$274K Buy
+827
New +$258K ﹤0.01% 2061
2020
Q3 		– Sell
-118
Closed -$24K – 1704
2020
Q2 		$24K Buy
+118
New +$23K ﹤0.01% 2288

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 $3.37T AUM 44.26% 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

Cetera Advisor Networks's EG Position: Q1 2024 in Review

Cetera Advisor Networks increased its Everest Group (EG) stake by 11% in Q1 2024, buying an estimated $80.2K and bringing the position to 2,178 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Cetera Advisor Networks first reported a position in EG in Q2 2020 and has held it in 7 quarters since. 641 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Cetera Advisor Networks held 2,178 shares of Everest Group worth $866K as of Q1 2024.
  • Cetera Advisor Networks bought 214 Everest Group shares in Q1 2024, an estimated $80.2K.
  • Everest Group made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1563 holding.
  • Cetera Advisor Networks first reported a position in Everest Group in Q2 2020 and has held it in 7 quarters since.
  • 641 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.