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Coombe, Bender & Co’s Everest Group EG Stock Holding History

Coombe, Bender & Co’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
Q3 		– Sell
-5,284
Closed -$1.48M – 79
2022
Q2 		$1.48M Buy
+5,284
New +$1.49M 1.25% 30

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coombe, Bender & Co's EG Position: Q3 2022 in Review

Coombe, Bender & Co sold out of Everest Group (EG) in Q3 2022, closing a stake of 5,284 shares — an estimated $1.48M sold.

Coombe, Bender & Co first reported a position in EG in Q2 2022 and held it in 1 quarter. The position peaked at $1.48M in Q2 2022. 510 funds tracked by Wall St. Rank hold EG as of Q3 2022.

  • Coombe, Bender & Co reported no remaining Everest Group position as of Q3 2022 after selling out during the quarter.
  • Coombe, Bender & Co sold 5,284 Everest Group shares in Q3 2022, an estimated $1.48M.
  • Coombe, Bender & Co first reported a position in Everest Group in Q2 2022 and held it in 1 quarter.
  • Coombe, Bender & Co's Everest Group position peaked at $1.48M in Q2 2022.
  • 510 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on Coombe, Bender & Co's 13F filing for Q3 2022, filed 22 Nov 2022.