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Chelsea Counsel Company’s Everest Group EG Stock Holding History

Chelsea Counsel Company’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
Q4 		– Sell
-35
Closed -$13.7K – 200
2024
Q3 		$13.7K Hold
35
– – 0.01% 165
2024
Q2 		$13.3K Hold
35
– – 0.01% 160
2024
Q1 		$13.9K Hold
35
– – 0.01% 147
2023
Q4 		$12.4K Hold
35
– – 0.01% 146
2023
Q3 		$13K Hold
35
– – 0.01% 148
2023
Q2 		$12K Hold
35
– – 0.01% 149
2023
Q1 		$12.5K Hold
35
– – 0.01% 140
2022
Q4 		$11.6K Buy
+35
New +$10.9K 0.01% 145

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Chelsea Counsel Company's EG Position: Q4 2024 in Review

Chelsea Counsel Company sold out of Everest Group (EG) in Q4 2024, closing a stake of 35 shares — an estimated $13.7K sold.

Chelsea Counsel Company first reported a position in EG in Q4 2022 and held it in 8 quarters. The position peaked at $13.9K in Q1 2024. 692 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • Chelsea Counsel Company reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • Chelsea Counsel Company sold 35 Everest Group shares in Q4 2024, an estimated $13.7K.
  • Chelsea Counsel Company first reported a position in Everest Group in Q4 2022 and held it in 8 quarters.
  • Chelsea Counsel Company's Everest Group position peaked at $13.9K in Q1 2024.
  • 692 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on Chelsea Counsel Company's 13F filing for Q4 2024, filed 27 Feb 2025.