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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 $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 Advisors's EG Position: Q1 2024 in Review

Cetera Advisors opened a new position in Everest Group (EG) in Q1 2024: 855 shares worth $340K. The stake represents ﹤0.01% of the portfolio and ranks #1852 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in EG as recently as Q1 2020.

Cetera Advisors first reported a position in EG in Q4 2015 and has held it in 19 quarters since. The position peaked at $397K in Q2 2017. 641 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Cetera Advisors held 855 shares of Everest Group worth $340K as of Q1 2024.
  • Everest Group was a new Cetera Advisors position in Q1 2024.
  • Everest Group made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1852 holding.
  • Cetera Advisors first reported a position in Everest Group in Q4 2015 and has held it in 19 quarters since.
  • Cetera Advisors's Everest Group position peaked at $397K in Q2 2017.
  • 641 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

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