EWM
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Evermay Wealth Management’s Everest Group EG Stock Holding History

Evermay Wealth 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
Q2 		– Sell
-4
Closed -$1K – 529
2022
Q1 		$1K Buy
+4
New +$1.15K ﹤0.01% 500

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Evermay Wealth Management's EG Position: Q2 2022 in Review

Evermay Wealth Management sold out of Everest Group (EG) in Q2 2022, closing a stake of 4 shares — an estimated $1K sold.

Evermay Wealth Management first reported a position in EG in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 530 funds tracked by Wall St. Rank hold EG as of Q2 2022.

  • Evermay Wealth Management reported no remaining Everest Group position as of Q2 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 4 Everest Group shares in Q2 2022, an estimated $1K.
  • Evermay Wealth Management first reported a position in Everest Group in Q1 2022 and held it in 1 quarter.
  • Evermay Wealth Management's Everest Group position peaked at $1K in Q1 2022.
  • 530 funds tracked by Wall St. Rank held Everest Group as of Q2 2022.

Based on Evermay Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.