Community Bank’s Everest Group EG Stock Holding History

Community 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
2022 Q4	–	Sell	-4	Closed	-$1K	–	541
2022 Q3	$1K	Buy	+4	New	+$1.08K	﹤0.01%	567

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Community Bank's EG Position: Q4 2022 in Review

Community Bank sold out of Everest Group (EG) in Q4 2022, closing a stake of 4 shares — an estimated $1K sold.

Community Bank first reported a position in EG in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 557 funds tracked by Wall St. Rank hold EG as of Q4 2022.

Community Bank reported no remaining Everest Group position as of Q4 2022 after selling out during the quarter.
Community Bank sold 4 Everest Group shares in Q4 2022, an estimated $1K.
Community Bank first reported a position in Everest Group in Q3 2022 and held it in 1 quarter.
Community Bank's Everest Group position peaked at $1K in Q3 2022.
557 funds tracked by Wall St. Rank held Everest Group as of Q4 2022.

Based on Community Bank's 13F filing for Q4 2022, filed 31 Jan 2023.