Cranbrook Wealth Management’s Everest Group EG Stock Holding History

Cranbrook Wealth 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
2023 Q3	–	Sell	-20	Closed	-$6.84K	–	289
2023 Q2	$6.84K	Hold	20	–	–	﹤0.01%	243
2023 Q1	$7.16K	Hold	20	–	–	﹤0.01%	243
2022 Q4	$6.63K	Hold	20	–	–	﹤0.01%	239
2022 Q3	$5K	Hold	20	–	–	﹤0.01%	266
2022 Q2	$6K	Hold	20	–	–	﹤0.01%	261
2022 Q1	$6K	Hold	20	–	–	﹤0.01%	294
2021 Q4	$5K	Hold	20	–	–	﹤0.01%	318
2021 Q3	$5K	Hold	20	–	–	﹤0.01%	336
2021 Q2	$5K	Hold	20	–	–	﹤0.01%	306
2021 Q1	$5K	Hold	20	–	–	﹤0.01%	326
2020 Q4	$5K	Hold	20	–	–	﹤0.01%	268
2020 Q3	$4K	Hold	20	–	–	﹤0.01%	236
2020 Q2	$4K	Hold	20	–	–	﹤0.01%	234
2020 Q1	$4K	Hold	20	–	–	﹤0.01%	225
2019 Q4	$6K	Hold	20	–	–	﹤0.01%	218
2019 Q3	$5K	Buy	+20	New	+$5.05K	﹤0.01%	224

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 $3.37T AUM 44.26% 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

Cranbrook Wealth Management's EG Position: Q3 2023 in Review

Cranbrook Wealth Management sold out of Everest Group (EG) in Q3 2023, closing a stake of 20 shares — an estimated $6.84K sold.

Cranbrook Wealth Management first reported a position in EG in Q3 2019 and held it in 16 quarters. The position peaked at $7.16K in Q1 2023. 588 funds tracked by Wall St. Rank hold EG as of Q3 2023.

Cranbrook Wealth Management reported no remaining Everest Group position as of Q3 2023 after selling out during the quarter.
Cranbrook Wealth Management sold 20 Everest Group shares in Q3 2023, an estimated $6.84K.
Cranbrook Wealth Management first reported a position in Everest Group in Q3 2019 and held it in 16 quarters.
Cranbrook Wealth Management's Everest Group position peaked at $7.16K in Q1 2023.
588 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.

Based on Cranbrook Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.