EIP
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Epoch Investment Partners’s Everest Group EG Stock Holding History

Epoch Investment Partners’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
Q1 		– Sell
-63,388
Closed -$22.4M – 415
2023
Q4 		$22.4M Sell
63,388
-5,893
-9% -$2.28M 0.1% 209
2023
Q3 		$25.7M Sell
69,281
-29,319
-30% -$10.6M 0.16% 177
2023
Q2 		$33.7M Sell
98,600
-27,184
-22% -$9.82M 0.2% 168
2023
Q1 		$45M Sell
125,784
-54,554
-30% -$19.6M 0.27% 133
2022
Q4 		$59.7M Buy
180,338
+174,935
+3,238% +$54.5M 0.36% 93
2022
Q3 		$1.42M Hold
5,403
– – 0.01% 335
2022
Q2 		$1.51M Sell
5,403
-903
-14% -$255K 0.01% 341
2022
Q1 		$1.9M Hold
6,306
– – 0.01% 337
2021
Q4 		$1.73M Hold
6,306
– – 0.01% 309
2021
Q3 		$1.58M Hold
6,306
– – 0.01% 314
2021
Q2 		$1.59M Hold
6,306
– – 0.01% 306
2021
Q1 		$1.56M Hold
6,306
– – 0.01% 303
2020
Q4 		$1.48M Hold
6,306
– – 0.01% 304
2020
Q3 		$1.25M Hold
6,306
– – 0.01% 282
2020
Q2 		$1.3M Buy
+6,306
New +$1.23M 0.01% 271
2019
Q2 		– Sell
-111,368
Closed -$24.1M – 295
2019
Q1 		$24.1M Sell
111,368
-13,631
-11% -$2.97M 0.11% 148
2018
Q4 		$27.2M Buy
124,999
+58,218
+87% +$12.7M 0.13% 148
2018
Q3 		$15.3M Buy
+66,781
New +$14.9M 0.06% 201
2016
Q4 		– Sell
-20,282
Closed -$3.85M – 295
2016
Q3 		$3.85M Buy
+20,282
New +$3.81M 0.01% 211
2016
Q2 		– Sell
-15,147
Closed -$2.99M – 286
2016
Q1 		$2.99M Sell
15,147
-3
-0% -$554 0.01% 204
2015
Q4 		$2.77M Buy
+15,150
New +$2.75M 0.01% 205

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Epoch Investment Partners's EG Position: Q1 2024 in Review

Epoch Investment Partners sold out of Everest Group (EG) in Q1 2024, closing a stake of 63,388 shares — an estimated $22.4M sold.

Epoch Investment Partners first reported a position in EG in Q4 2015 and held it in 21 quarters. The position peaked at $59.7M in Q4 2022. 640 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Epoch Investment Partners reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 63,388 Everest Group shares in Q1 2024, an estimated $22.4M.
  • Epoch Investment Partners first reported a position in Everest Group in Q4 2015 and held it in 21 quarters.
  • Epoch Investment Partners's Everest Group position peaked at $59.7M in Q4 2022.
  • 640 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Epoch Investment Partners's 13F filing for Q1 2024, filed 14 May 2024.