City State Bank’s Everest Group EG Stock Holding History

City State Bank’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	–	Sell	-6	Closed	-$2K	–	739
2024 Q1	$2K	Buy	+6	New	+$2.25K	﹤0.01%	641

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

City State Bank's EG Position: Q2 2024 in Review

City State Bank sold out of Everest Group (EG) in Q2 2024, closing a stake of 6 shares — an estimated $2K sold.

City State Bank first reported a position in EG in Q1 2024 and held it in 1 quarter. The position peaked at $2K in Q1 2024. 631 funds tracked by Wall St. Rank hold EG as of Q2 2024.

City State Bank reported no remaining Everest Group position as of Q2 2024 after selling out during the quarter.
City State Bank sold 6 Everest Group shares in Q2 2024, an estimated $2K.
City State Bank first reported a position in Everest Group in Q1 2024 and held it in 1 quarter.
City State Bank's Everest Group position peaked at $2K in Q1 2024.
631 funds tracked by Wall St. Rank held Everest Group as of Q2 2024.

Based on City State Bank's 13F filing for Q2 2024, filed 8 Jul 2024.