Country Trust Bank’s Everest Group EG Stock Holding History

Country Trust 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
2024 Q3	–	Sell	-2	Closed	-$762	–	381
2024 Q2	$762	Buy	+2	New	+$756	﹤0.01%	317

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Country Trust Bank's EG Position: Q3 2024 in Review

Country Trust Bank sold out of Everest Group (EG) in Q3 2024, closing a stake of 2 shares — an estimated $762 sold.

Country Trust Bank first reported a position in EG in Q2 2024 and held it in 1 quarter. The position peaked at $762 in Q2 2024. 673 funds tracked by Wall St. Rank hold EG as of Q3 2024.

Country Trust Bank reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
Country Trust Bank sold 2 Everest Group shares in Q3 2024, an estimated $762.
Country Trust Bank first reported a position in Everest Group in Q2 2024 and held it in 1 quarter.
Country Trust Bank's Everest Group position peaked at $762 in Q2 2024.
673 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on Country Trust Bank's 13F filing for Q3 2024, filed 8 Oct 2024.