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Dynamic Advisor Solutions’s Everest Group EG Stock Holding History

Dynamic Advisor Solutions’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
-4,803
Closed -$1.83M – 942
2024
Q2 		$1.83M Buy
4,803
+241
+5% +$91.1K 0.06% 315
2024
Q1 		$1.81M Buy
4,562
+1,305
+40% +$489K 0.06% 315
2023
Q4 		$1.21M Buy
+3,257
New +$1.26M 0.05% 373

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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Dynamic Advisor Solutions's EG Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of Everest Group (EG) in Q3 2024, closing a stake of 4,803 shares — an estimated $1.83M sold.

Dynamic Advisor Solutions first reported a position in EG in Q4 2023 and held it in 3 quarters. The position peaked at $1.83M in Q2 2024. 674 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,803 Everest Group shares in Q3 2024, an estimated $1.83M.
  • Dynamic Advisor Solutions first reported a position in Everest Group in Q4 2023 and held it in 3 quarters.
  • Dynamic Advisor Solutions's Everest Group position peaked at $1.83M in Q2 2024.
  • 674 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.