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Dogwood Wealth Management’s Everest Group EG Stock Holding History

Dogwood Wealth 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
2024
Q3 		– Sell
-22
Closed -$8.38K – 586
2024
Q2 		$8.38K Buy
+22
New +$8.32K 0.01% 181

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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dogwood Wealth Management's EG Position: Q3 2024 in Review

Dogwood Wealth Management sold out of Everest Group (EG) in Q3 2024, closing a stake of 22 shares — an estimated $8.38K sold.

Dogwood Wealth Management first reported a position in EG in Q2 2024 and held it in 1 quarter. The position peaked at $8.38K in Q2 2024. 673 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • Dogwood Wealth Management reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 22 Everest Group shares in Q3 2024, an estimated $8.38K.
  • Dogwood Wealth Management first reported a position in Everest Group in Q2 2024 and held it in 1 quarter.
  • Dogwood Wealth Management's Everest Group position peaked at $8.38K in Q2 2024.
  • 673 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on Dogwood Wealth Management's 13F filing for Q3 2024, filed 28 Feb 2025.