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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ergoteles's EG Position: Q3 2023 in Review

Ergoteles sold out of Everest Group (EG) in Q3 2023, closing a stake of 2,657 shares — an estimated $908K sold.

Ergoteles first reported a position in EG in Q3 2020 and held it in 6 quarters. The position peaked at $8.46M in Q2 2021. 588 funds tracked by Wall St. Rank hold EG as of Q3 2023.

  • Ergoteles reported no remaining Everest Group position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 2,657 Everest Group shares in Q3 2023, an estimated $908K.
  • Ergoteles first reported a position in Everest Group in Q3 2020 and held it in 6 quarters.
  • Ergoteles's Everest Group position peaked at $8.46M in Q2 2021.
  • 588 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.