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FDx Advisors’s Everest Group EG Stock Holding History

FDx Advisors’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
Q1 		– Sell
-795
Closed -$281K – 439
2023
Q4 		$281K Buy
+795
New +$308K 0.02% 540
2018
Q2 		– Sell
-2,235
Closed -$574K – 912
2018
Q1 		$574K Buy
2,235
+452
+25% +$108K 0.02% 690
2017
Q4 		$395K Buy
+1,783
New +$402K 0.01% 898

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

FDx Advisors's EG Position: Q1 2024 in Review

FDx Advisors sold out of Everest Group (EG) in Q1 2024, closing a stake of 795 shares — an estimated $281K sold.

FDx Advisors first reported a position in EG in Q4 2017 and held it in 3 quarters. The position peaked at $574K in Q1 2018. 641 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • FDx Advisors reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 795 Everest Group shares in Q1 2024, an estimated $281K.
  • FDx Advisors first reported a position in Everest Group in Q4 2017 and held it in 3 quarters.
  • FDx Advisors's Everest Group position peaked at $574K in Q1 2018.
  • 641 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.