Connectus Wealth’s Everest Group EG Stock Holding History

Connectus Wealth’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
2023 Q3	–	Sell	-1,862	Closed	-$639K	–	493
2023 Q2	$639K	Buy	1,862 +117	+7%	+$42.3K	0.01%	326
2023 Q1	$626K	Buy	+1,745	New	+$627K	0.02%	322

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Connectus Wealth's EG Position: Q3 2023 in Review

Connectus Wealth sold out of Everest Group (EG) in Q3 2023, closing a stake of 1,862 shares — an estimated $639K sold.

Connectus Wealth first reported a position in EG in Q1 2023 and held it in 2 quarters. The position peaked at $639K in Q2 2023. 588 funds tracked by Wall St. Rank hold EG as of Q3 2023.

Connectus Wealth reported no remaining Everest Group position as of Q3 2023 after selling out during the quarter.
Connectus Wealth sold 1,862 Everest Group shares in Q3 2023, an estimated $639K.
Connectus Wealth first reported a position in Everest Group in Q1 2023 and held it in 2 quarters.
Connectus Wealth's Everest Group position peaked at $639K in Q2 2023.
588 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.

Based on Connectus Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.