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CFS Investment Advisory Services’s Everest Group EG Stock Holding History

CFS Investment Advisory Services’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
2022
Q2 		– Sell
-14,165
Closed – – 307
2022
Q1 		$0 Buy
+14,165
New +$4.07M ﹤0.01% 452

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFS Investment Advisory Services's EG Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of Everest Group (EG) in Q2 2022, closing a stake of 14,165 shares.

CFS Investment Advisory Services first reported a position in EG in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 530 funds tracked by Wall St. Rank hold EG as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining Everest Group position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 14,165 Everest Group shares in Q2 2022.
  • CFS Investment Advisory Services first reported a position in Everest Group in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Everest Group position peaked at $0 in Q1 2022.
  • 530 funds tracked by Wall St. Rank held Everest Group as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.