Evelyn V. Moreno’s Everest Group EG Stock Holding History

Evelyn V. Moreno’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 Q1	–	Sell	-1,800	Closed	-$596K	–	141
2022 Q4	$596K	Hold	1,800	–	–	0.14%	83
2022 Q3	$472K	Sell	1,800 -120	-6%	-$32.5K	0.21%	82
2022 Q2	$538K	Buy	+1,920	New	+$543K	0.13%	81

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Evelyn V. Moreno's EG Position: Q1 2023 in Review

Evelyn V. Moreno sold out of Everest Group (EG) in Q1 2023, closing a stake of 1,800 shares — an estimated $596K sold.

Evelyn V. Moreno first reported a position in EG in Q2 2022 and held it in 3 quarters. The position peaked at $596K in Q4 2022. 581 funds tracked by Wall St. Rank hold EG as of Q1 2023.

Evelyn V. Moreno reported no remaining Everest Group position as of Q1 2023 after selling out during the quarter.
Evelyn V. Moreno sold 1,800 Everest Group shares in Q1 2023, an estimated $596K.
Evelyn V. Moreno first reported a position in Everest Group in Q2 2022 and held it in 3 quarters.
Evelyn V. Moreno's Everest Group position peaked at $596K in Q4 2022.
581 funds tracked by Wall St. Rank held Everest Group as of Q1 2023.

Based on Evelyn V. Moreno's 13F filing for Q1 2023, filed 12 May 2023.