EVM
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Eaton Vance Management’s Everest Group EG Stock Holding History

Eaton Vance 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
2022
Q3 		$4.83M Sell
18,389
-14
-0.1% -$3.79K 0.01% 792
2022
Q2 		$5.16M Sell
18,403
-457
-2% -$129K 0.01% 792
2022
Q1 		$5.68M Buy
18,860
+16,585
+729% +$4.76M 0.01% 850
2021
Q4 		$624K Buy
2,275
+2
+0.1% +$541 ﹤0.01% 1278
2021
Q3 		$5K Buy
2,273
+10
+0.4% +$2.56K ﹤0.01% 1800
2021
Q2 		$571K Buy
2,263
+2,030
+871% +$528K ﹤0.01% 1318
2021
Q1 		$58K Buy
+233
New +$55.5K ﹤0.01% 1753
2020
Q2 		– Sell
-20,699
Closed -$3.98M – 1315
2020
Q1 		$3.98M Buy
20,699
+17,428
+533% +$4.45M 0.01% 600
2019
Q4 		$906K Buy
3,271
+9
+0.3% +$2.37K ﹤0.01% 1016
2019
Q3 		$868K Buy
3,262
+26
+0.8% +$6.57K ﹤0.01% 1006
2019
Q2 		$800K Buy
+3,236
New +$776K ﹤0.01% 1016
2015
Q2 		– Sell
-2,347
Closed -$408K – 934
2015
Q1 		$408K Sell
2,347
-94
-4% -$16.5K ﹤0.01% 827
2014
Q4 		$416K Buy
2,441
+329
+16% +$55.5K ﹤0.01% 792
2014
Q3 		$343K Buy
2,112
+10
+0.5% +$1.62K ﹤0.01% 803
2014
Q2 		$338K Sell
2,102
-3
-0.1% -$475 ﹤0.01% 810
2014
Q1 		$322K Sell
2,105
-67
-3% -$9.9K ﹤0.01% 802
2013
Q4 		$339K Sell
2,172
-592
-21% -$90.4K ﹤0.01% 781
2013
Q3 		$402K Sell
2,764
-336
-11% -$45.5K ﹤0.01% 729
2013
Q2 		$398K Buy
+3,100
New +$401K ﹤0.01% 725

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eaton Vance Management's EG Position: Q3 2022 in Review

Eaton Vance Management reduced its Everest Group (EG) stake by 0.08% in Q3 2022, selling an estimated $3.79K and leaving 18,389 shares worth $4.83M. The position accounts for 0.01% of the portfolio, ranked #792.

Eaton Vance Management first reported a position in EG in Q2 2013 and has held it in 19 quarters since. The position peaked at $5.68M in Q1 2022. 511 funds tracked by Wall St. Rank hold EG as of Q3 2022.

  • Eaton Vance Management held 18,389 shares of Everest Group worth $4.83M as of Q3 2022.
  • Eaton Vance Management sold 14 Everest Group shares in Q3 2022, an estimated $3.79K.
  • Everest Group made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #792 holding.
  • Eaton Vance Management first reported a position in Everest Group in Q2 2013 and has held it in 19 quarters since.
  • Eaton Vance Management's Everest Group position peaked at $5.68M in Q1 2022.
  • 511 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.