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Driehaus Capital Management’s Everest Group EG Stock Holding History

Driehaus Capital 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 		– Sell
-19,503
Closed -$7.25M – 396
2023
Q3 		$7.25M Buy
+19,503
New +$7.08M 0.09% 246
2023
Q2 		– Sell
-37,551
Closed -$13.4M – 413
2023
Q1 		$13.4M Buy
37,551
+10,229
+37% +$3.68M 0.19% 174
2022
Q4 		$9.05M Buy
+27,322
New +$8.51M 0.13% 215

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Driehaus Capital Management's EG Position: Q4 2023 in Review

Driehaus Capital Management sold out of Everest Group (EG) in Q4 2023, closing a stake of 19,503 shares — an estimated $7.25M sold.

Driehaus Capital Management first reported a position in EG in Q4 2022 and held it in 3 quarters. The position peaked at $13.4M in Q1 2023. 668 funds tracked by Wall St. Rank hold EG as of Q4 2023.

  • Driehaus Capital Management reported no remaining Everest Group position as of Q4 2023 after selling out during the quarter.
  • Driehaus Capital Management sold 19,503 Everest Group shares in Q4 2023, an estimated $7.25M.
  • Driehaus Capital Management first reported a position in Everest Group in Q4 2022 and held it in 3 quarters.
  • Driehaus Capital Management's Everest Group position peaked at $13.4M in Q1 2023.
  • 668 funds tracked by Wall St. Rank held Everest Group as of Q4 2023.

Based on Driehaus Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.