DiNuzzo Private Wealth’s Everest Group EG Stock Holding History

DiNuzzo Private Wealth’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
2026 Q2	$2.5K	Hold	7	–	–	﹤0.01%	600
2026 Q1	$2.29K	Hold	7	–	–	﹤0.01%	590
2025 Q4	$2.38K	Hold	7	–	–	﹤0.01%	580
2025 Q3	$2.39K	Hold	7	–	–	﹤0.01%	576
2025 Q2	$2.38K	Hold	7	–	–	﹤0.01%	563
2025 Q1	$2.54K	Hold	7	–	–	﹤0.01%	518
2024 Q4	$2.54K	Hold	7	–	–	﹤0.01%	508
2024 Q3	$2.74K	Hold	7	–	–	﹤0.01%	506
2024 Q2	$2.67K	Buy	7 +1	+17%	+$378	﹤0.01%	426
2024 Q1	$2.38K	Sell	6 -1	-14%	-$375	﹤0.01%	415
2023 Q4	$2.48K	Buy	+7	New	+$2.71K	﹤0.01%	367

Other funds holding EG

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return