Desjardins Global Asset Management’s Everest Group EG Stock Holding History

Desjardins Global Asset 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 Q4	$2.07M	Buy	5,856 +208	+4%	+$80.5K	0.22%	105
2023 Q3	$2.1M	Buy	5,648 +96	+2%	+$34.8K	0.23%	92
2023 Q2	$1.9M	Buy	5,552 +90	+2%	+$32.5K	0.22%	104
2023 Q1	$1.96M	Buy	5,462 +4,667	+587%	+$1.68M	0.25%	86
2022 Q4	$263K	Buy	795 +65	+9%	+$20.3K	0.04%	315
2022 Q3	$191K	Sell	730 -6	-0.8%	-$1.62K	0.02%	347
2022 Q2	$206K	Buy	736 +93	+14%	+$26.3K	0.03%	345
2022 Q1	$193K	Sell	643 -8	-1%	-$2.3K	0.02%	359
2021 Q4	$178K	Buy	+651	New	+$176K	0.02%	373

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

CIP

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

Desjardins Global Asset Management's EG Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Everest Group (EG) stake by 3.7% in Q4 2023, buying an estimated $80.5K and bringing the position to 5,856 shares worth $2.07M. The position accounts for 0.22% of the portfolio, ranked #105.

Desjardins Global Asset Management first reported a position in EG in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.1M in Q3 2023. 667 funds tracked by Wall St. Rank hold EG as of Q4 2023.

Desjardins Global Asset Management held 5,856 shares of Everest Group worth $2.07M as of Q4 2023.
Desjardins Global Asset Management bought 208 Everest Group shares in Q4 2023, an estimated $80.5K.
Everest Group made up 0.22% of Desjardins Global Asset Management's portfolio in Q4 2023, its #105 holding.
Desjardins Global Asset Management first reported a position in Everest Group in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Everest Group position peaked at $2.1M in Q3 2023.
667 funds tracked by Wall St. Rank held Everest Group as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.