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Clark Financial Services Group’s Everest Group EG Stock Holding History

Clark Financial Services Group’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
-536
Closed -$210K – 85
2024
Q3 		$210K Buy
+536
New +$204K 0.19% 76

Other funds holding EG

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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

Clark Financial Services Group's EG Position: Q4 2024 in Review

Clark Financial Services Group sold out of Everest Group (EG) in Q4 2024, closing a stake of 536 shares — an estimated $210K sold.

Clark Financial Services Group first reported a position in EG in Q3 2024 and held it in 1 quarter. The position peaked at $210K in Q3 2024. 692 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • Clark Financial Services Group reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • Clark Financial Services Group sold 536 Everest Group shares in Q4 2024, an estimated $210K.
  • Clark Financial Services Group first reported a position in Everest Group in Q3 2024 and held it in 1 quarter.
  • Clark Financial Services Group's Everest Group position peaked at $210K in Q3 2024.
  • 692 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on Clark Financial Services Group's 13F filing for Q4 2024, filed 14 Feb 2025.