DA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return