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F.L. Putnam Investment Management’s Everest Group EG Stock Holding History

F.L. Putnam Investment 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
2024
Q4 		– Sell
-3,116
Closed -$1.16M – 578
2024
Q3 		$1.16M Buy
3,116
+346
+12% +$132K 0.02% 316
2024
Q2 		$1.06M Buy
+2,770
New +$1.05M 0.02% 315

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

F.L. Putnam Investment Management's EG Position: Q4 2024 in Review

F.L. Putnam Investment Management sold out of Everest Group (EG) in Q4 2024, closing a stake of 3,116 shares — an estimated $1.16M sold.

F.L. Putnam Investment Management first reported a position in EG in Q2 2024 and held it in 2 quarters. The position peaked at $1.16M in Q3 2024. 692 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • F.L. Putnam Investment Management reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 3,116 Everest Group shares in Q4 2024, an estimated $1.16M.
  • F.L. Putnam Investment Management first reported a position in Everest Group in Q2 2024 and held it in 2 quarters.
  • F.L. Putnam Investment Management's Everest Group position peaked at $1.16M in Q3 2024.
  • 692 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on F.L. Putnam Investment Management's 13F filing for Q4 2024, filed 5 Feb 2025.