CMF
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Counterpoint Mutual Funds’s Everest Group EG Stock Holding History

Counterpoint Mutual Funds’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
-347
Closed -$119K – 355
2023
Q2 		$119K Buy
+347
New +$125K 0.11% 186

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Counterpoint Mutual Funds's EG Position: Q3 2023 in Review

Counterpoint Mutual Funds sold out of Everest Group (EG) in Q3 2023, closing a stake of 347 shares — an estimated $119K sold.

Counterpoint Mutual Funds first reported a position in EG in Q2 2023 and held it in 1 quarter. The position peaked at $119K in Q2 2023. 588 funds tracked by Wall St. Rank hold EG as of Q3 2023.

  • Counterpoint Mutual Funds reported no remaining Everest Group position as of Q3 2023 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 347 Everest Group shares in Q3 2023, an estimated $119K.
  • Counterpoint Mutual Funds first reported a position in Everest Group in Q2 2023 and held it in 1 quarter.
  • Counterpoint Mutual Funds's Everest Group position peaked at $119K in Q2 2023.
  • 588 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2023, filed 18 Oct 2023.