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 $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

Franklin Resources

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

Boston Partners

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

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

Geode Capital Management

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return