DI
EG icon

Disciplined Investments’s Everest Group EG Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-7
Closed -$2.39K – 528
2023
Q2 		$2.39K Buy
7
+1
+17% +$361 ﹤0.01% 595
2023
Q1 		$2.15K Sell
6
-1
-14% -$359 ﹤0.01% 636
2022
Q4 		$2.32K Sell
7
-1
-13% -$312 ﹤0.01% 577
2022
Q3 		$2K Buy
8
+1
+14% +$271 ﹤0.01% 617
2022
Q2 		$2K Hold
7
– – ﹤0.01% 643
2022
Q1 		$2K Buy
+7
New +$2.01K ﹤0.01% 676

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Disciplined Investments's EG Position: Q3 2023 in Review

Disciplined Investments sold out of Everest Group (EG) in Q3 2023, closing a stake of 7 shares — an estimated $2.39K sold.

Disciplined Investments first reported a position in EG in Q1 2022 and held it in 6 quarters. The position peaked at $2.39K in Q2 2023. 588 funds tracked by Wall St. Rank hold EG as of Q3 2023.

  • Disciplined Investments reported no remaining Everest Group position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Everest Group shares in Q3 2023, an estimated $2.39K.
  • Disciplined Investments first reported a position in Everest Group in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Everest Group position peaked at $2.39K in Q2 2023.
  • 588 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.