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Creative Financial Designs’s Everest Group EG Stock Holding History

Creative Financial Designs’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
2021
Q4 		– Sell
-9
Closed -$2K – 1266
2021
Q3 		$2K Hold
9
– – ﹤0.01% 1299
2021
Q2 		$2K Hold
9
– – ﹤0.01% 1320
2021
Q1 		$2K Hold
9
– – ﹤0.01% 1206
2020
Q4 		$2K Hold
9
– – ﹤0.01% 1123
2020
Q3 		$2K Hold
9
– – ﹤0.01% 1084
2020
Q2 		$2K Buy
+9
New +$1.75K ﹤0.01% 1020

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 $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Creative Financial Designs's EG Position: Q4 2021 in Review

Creative Financial Designs sold out of Everest Group (EG) in Q4 2021, closing a stake of 9 shares — an estimated $2K sold.

Creative Financial Designs first reported a position in EG in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 479 funds tracked by Wall St. Rank hold EG as of Q4 2021.

  • Creative Financial Designs reported no remaining Everest Group position as of Q4 2021 after selling out during the quarter.
  • Creative Financial Designs sold 9 Everest Group shares in Q4 2021, an estimated $2K.
  • Creative Financial Designs first reported a position in Everest Group in Q2 2020 and held it in 6 quarters.
  • Creative Financial Designs's Everest Group position peaked at $2K in Q3 2021.
  • 479 funds tracked by Wall St. Rank held Everest Group as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.