Delos Wealth Advisors’s Everest Group EG Stock Holding History

Delos Wealth Advisors’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
2022 Q1	–	Sell	-37	Closed	-$10K	–	314
2021 Q4	$10K	Buy	+37	New	+$10K	0.01%	206

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

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

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

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

CIP

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Delos Wealth Advisors's EG Position: Q1 2022 in Review

Delos Wealth Advisors sold out of Everest Group (EG) in Q1 2022, closing a stake of 37 shares — an estimated $10K sold.

Delos Wealth Advisors first reported a position in EG in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 513 funds tracked by Wall St. Rank hold EG as of Q1 2022.

Delos Wealth Advisors reported no remaining Everest Group position as of Q1 2022 after selling out during the quarter.
Delos Wealth Advisors sold 37 Everest Group shares in Q1 2022, an estimated $10K.
Delos Wealth Advisors first reported a position in Everest Group in Q4 2021 and held it in 1 quarter.
Delos Wealth Advisors's Everest Group position peaked at $10K in Q4 2021.
513 funds tracked by Wall St. Rank held Everest Group as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.