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Contravisory Investment Management’s Everest Group EG Stock Holding History

Contravisory Investment Management’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
Q1 		– Sell
-1,978
Closed -$699K – 361
2023
Q4 		$699K Buy
1,978
+31
+2% +$12K 0.17% 78
2023
Q3 		$724K Buy
1,947
+3
+0.2% +$1.09K 0.2% 54
2023
Q2 		$665K Buy
1,944
+25
+1% +$9.03K 0.18% 69
2023
Q1 		$687K Buy
1,919
+20
+1% +$7.19K 0.19% 61
2022
Q4 		$629K Buy
1,899
+1,671
+733% +$521K 0.17% 65
2022
Q3 		$60K Buy
+228
New +$61.7K 0.02% 237
2020
Q2 		– Sell
-1,417
Closed -$273K – 274
2020
Q1 		$273K Buy
1,417
+93
+7% +$23.7K 0.12% 92
2019
Q4 		$367K Buy
1,324
+34
+3% +$8.97K 0.13% 98
2019
Q3 		$343K Sell
1,290
-13
-1% -$3.28K 0.13% 96
2019
Q2 		$322K Sell
1,303
-271
-17% -$65K 0.12% 112
2019
Q1 		$340K Buy
+1,574
New +$343K 0.13% 103

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Contravisory Investment Management's EG Position: Q1 2024 in Review

Contravisory Investment Management sold out of Everest Group (EG) in Q1 2024, closing a stake of 1,978 shares — an estimated $699K sold.

Contravisory Investment Management first reported a position in EG in Q1 2019 and held it in 11 quarters. The position peaked at $724K in Q3 2023. 641 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Contravisory Investment Management reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 1,978 Everest Group shares in Q1 2024, an estimated $699K.
  • Contravisory Investment Management first reported a position in Everest Group in Q1 2019 and held it in 11 quarters.
  • Contravisory Investment Management's Everest Group position peaked at $724K in Q3 2023.
  • 641 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Contravisory Investment Management's 13F filing for Q1 2024, filed 11 Apr 2024.