Charles D. Hyman’s Everest Group EG Stock Holding History

Charles D. Hyman’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 Q2	$267K	Hold	700	–	–	0.01%	213
2024 Q1	$278K	Hold	700	–	–	0.02%	215
2023 Q4	$248K	Hold	700	–	–	0.01%	223
2023 Q3	$260K	Hold	700	–	–	0.02%	206
2023 Q2	$239K	Hold	700	–	–	0.02%	222
2023 Q1	$251K	Hold	700	–	–	0.02%	216
2022 Q4	$232K	Buy	+700	New	+$218K	0.02%	217

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Charles D. Hyman's EG Position: Q2 2024 in Review

Charles D. Hyman held its Everest Group (EG) position steady in Q2 2024 at 700 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #213.

Charles D. Hyman first reported a position in EG in Q4 2022 and has held it in 7 quarters since. The position peaked at $278K in Q1 2024. 630 funds tracked by Wall St. Rank hold EG as of Q2 2024.

Charles D. Hyman held 700 shares of Everest Group worth $267K as of Q2 2024.
Charles D. Hyman left its Everest Group share count unchanged in Q2 2024.
Everest Group made up 0.01% of Charles D. Hyman's portfolio in Q2 2024, its #213 holding.
Charles D. Hyman first reported a position in Everest Group in Q4 2022 and has held it in 7 quarters since.
Charles D. Hyman's Everest Group position peaked at $278K in Q1 2024.
630 funds tracked by Wall St. Rank held Everest Group as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.