CA
EG icon

Cetera Advisors’s Everest Group EG Stock Holding History

Cetera Advisors’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 		$340K Buy
+855
New +$321K ﹤0.01% 1852
2020
Q2 		– Sell
-1,159
Closed -$223K – 925
2020
Q1 		$223K Sell
1,159
-82
-7% -$20.9K 0.01% 693
2019
Q4 		$342K Buy
1,241
+195
+19% +$51.4K 0.01% 666
2019
Q3 		$279K Sell
1,046
-100
-9% -$25.3K 0.01% 707
2019
Q2 		$282K Sell
1,146
-50
-4% -$12K 0.01% 720
2019
Q1 		$259K Buy
1,196
+5
+0.4% +$1.09K 0.01% 684
2018
Q4 		$261K Sell
1,191
-28
-2% -$6.1K 0.02% 676
2018
Q3 		$280K Buy
1,219
+46
+4% +$10.3K 0.01% 751
2018
Q2 		$270K Hold
1,173
– – 0.02% 709
2018
Q1 		$302K Sell
1,173
-300
-20% -$72K 0.02% 606
2017
Q4 		$324K Sell
1,473
-11
-0.7% -$2.48K 0.02% 563
2017
Q3 		$341K Sell
1,484
-77
-5% -$19.4K 0.02% 575
2017
Q2 		$397K Buy
1,561
+441
+39% +$109K 0.02% 538
2017
Q1 		$263K Sell
1,120
-164
-13% -$37.5K 0.02% 618
2016
Q4 		$278K Buy
1,284
+18
+1% +$3.71K 0.02% 540
2016
Q3 		$240K Hold
1,266
– – 0.02% 614
2016
Q2 		$231K Hold
1,266
– – 0.02% 643
2016
Q1 		$249K Buy
1,266
+2
+0.2% +$370 0.02% 578
2015
Q4 		$231K Buy
+1,264
New +$230K 0.02% 604

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return