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Delap Wealth Advisory’s Everest Group EG Stock Holding History

Delap Wealth Advisory’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
Q2 		– Sell
-506
Closed -$201K – 176
2024
Q1 		$201K Buy
+506
New +$190K 0.08% 249

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Delap Wealth Advisory's EG Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Everest Group (EG) in Q2 2024, closing a stake of 506 shares — an estimated $201K sold.

Delap Wealth Advisory first reported a position in EG in Q1 2024 and held it in 1 quarter. The position peaked at $201K in Q1 2024. 630 funds tracked by Wall St. Rank hold EG as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Everest Group position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 506 Everest Group shares in Q2 2024, an estimated $201K.
  • Delap Wealth Advisory first reported a position in Everest Group in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Everest Group position peaked at $201K in Q1 2024.
  • 630 funds tracked by Wall St. Rank held Everest Group as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.