E
EG icon

Ergoteles’s Everest Group EG Stock Holding History

Ergoteles’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
Q3 		– Sell
-2,657
Closed -$908K – 288
2023
Q2 		$908K Buy
+2,657
New +$960K 0.04% 489
2022
Q4 		– Sell
-2,083
Closed -$547K – 1560
2022
Q3 		$547K Buy
+2,083
New +$564K 0.02% 720
2022
Q2 		– Sell
-4,300
Closed -$1.3M – 1731
2022
Q1 		$1.3M Buy
+4,300
New +$1.24M 0.05% 359
2021
Q3 		– Sell
-33,584
Closed -$8.46M – 1330
2021
Q2 		$8.46M Buy
+33,584
New +$8.74M 0.19% 149
2021
Q1 		– Sell
-1,946
Closed -$456K – 864
2020
Q4 		$456K Buy
1,946
+746
+62% +$165K 0.02% 473
2020
Q3 		$237K Buy
+1,200
New +$257K 0.03% 417

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return