Duality Advisers’s Everest Group EG Stock Holding History

Duality Advisers’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 Q1	–	Sell	-1,496	Closed	-$496K	–	617
2022 Q4	$496K	Buy	+1,496	New	+$466K	0.06%	441
2022 Q2	–	Sell	-16,600	Closed	-$5M	–	659
2022 Q1	$5M	Buy	+16,600	New	+$4.77M	0.54%	21
2021 Q1	–	Sell	-5,919	Closed	-$1.39M	–	565
2020 Q4	$1.39M	Buy	+5,919	New	+$1.31M	0.1%	288
2019 Q4	–	Sell	-4,130	Closed	-$1.1M	–	395
2019 Q3	$1.1M	Sell	4,130 -5,570	-57%	-$1.41M	0.06%	243
2019 Q2	$2.4M	Sell	9,700 -15,020	-61%	-$3.6M	0.21%	134
2019 Q1	$5.34M	Buy	24,720 +23,140	+1,465%	+$5.04M	0.32%	93
2018 Q4	$344K	Buy	+1,580	New	+$344K	0.02%	199

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Duality Advisers's EG Position: Q1 2023 in Review

Duality Advisers sold out of Everest Group (EG) in Q1 2023, closing a stake of 1,496 shares — an estimated $496K sold.

Duality Advisers first reported a position in EG in Q4 2018 and held it in 7 quarters. The position peaked at $5.34M in Q1 2019. 581 funds tracked by Wall St. Rank hold EG as of Q1 2023.

Duality Advisers reported no remaining Everest Group position as of Q1 2023 after selling out during the quarter.
Duality Advisers sold 1,496 Everest Group shares in Q1 2023, an estimated $496K.
Duality Advisers first reported a position in Everest Group in Q4 2018 and held it in 7 quarters.
Duality Advisers's Everest Group position peaked at $5.34M in Q1 2019.
581 funds tracked by Wall St. Rank held Everest Group as of Q1 2023.

Based on Duality Advisers's 13F filing for Q1 2023, filed 27 Jun 2023.