EWG Elevate’s Everest Group EG Stock Holding History

EWG Elevate’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	Closed	-$331	–	252
2022 Q4	$331	Buy	+1	New	+$312	﹤0.01%	790

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

EWG Elevate's EG Position: Q1 2023 in Review

EWG Elevate sold out of Everest Group (EG) in Q1 2023, closing a stake of 1 share — an estimated $331 sold.

EWG Elevate first reported a position in EG in Q4 2022 and held it in 1 quarter. The position peaked at $331 in Q4 2022. 581 funds tracked by Wall St. Rank hold EG as of Q1 2023.

EWG Elevate reported no remaining Everest Group position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 1 Everest Group share in Q1 2023, an estimated $331.
EWG Elevate first reported a position in Everest Group in Q4 2022 and held it in 1 quarter.
EWG Elevate's Everest Group position peaked at $331 in Q4 2022.
581 funds tracked by Wall St. Rank held Everest Group as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.