F/M Investments’s Everest Group EG Stock Holding History

F/M Investments’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 Q2	–	Sell	-4,408	Closed	-$1.75M	–	325
2024 Q1	$1.75M	Sell	4,408 -25	-0.6%	-$9.37K	1.18%	23
2023 Q4	$1.57M	Buy	+4,433	New	+$1.72M	0.89%	39

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

F/M Investments's EG Position: Q2 2024 in Review

F/M Investments sold out of Everest Group (EG) in Q2 2024, closing a stake of 4,408 shares — an estimated $1.75M sold.

F/M Investments first reported a position in EG in Q4 2023 and held it in 2 quarters. The position peaked at $1.75M in Q1 2024. 631 funds tracked by Wall St. Rank hold EG as of Q2 2024.

F/M Investments reported no remaining Everest Group position as of Q2 2024 after selling out during the quarter.
F/M Investments sold 4,408 Everest Group shares in Q2 2024, an estimated $1.75M.
F/M Investments first reported a position in Everest Group in Q4 2023 and held it in 2 quarters.
F/M Investments's Everest Group position peaked at $1.75M in Q1 2024.
631 funds tracked by Wall St. Rank held Everest Group as of Q2 2024.

Based on F/M Investments's 13F filing for Q2 2024, filed 29 Jul 2024.