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Financial Advisors Network’s Everest Group EG Stock Holding History

Financial Advisors Network’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
Q4 		$202K Buy
+610
New +$190K 0.05% 122
2017
Q1 		– Sell
-10
Closed -$2.2K – 194
2016
Q4 		$2.2K Buy
+10
New +$2.06K ﹤0.01% 426

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Geode Capital Management
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

Financial Advisors Network's EG Position: Q4 2022 in Review

Financial Advisors Network opened a new position in Everest Group (EG) in Q4 2022: 610 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #122 among its holdings. This is a return to the name: Financial Advisors Network previously reported a position in EG as recently as Q4 2016.

Financial Advisors Network first reported a position in EG in Q4 2016 and has held it in 2 quarters since. 557 funds tracked by Wall St. Rank hold EG as of Q4 2022.

  • Financial Advisors Network held 610 shares of Everest Group worth $202K as of Q4 2022.
  • Everest Group was a new Financial Advisors Network position in Q4 2022.
  • Everest Group made up 0.05% of Financial Advisors Network's portfolio in Q4 2022, its #122 holding.
  • Financial Advisors Network first reported a position in Everest Group in Q4 2016 and has held it in 2 quarters since.
  • 557 funds tracked by Wall St. Rank held Everest Group as of Q4 2022.

Based on Financial Advisors Network's 13F filing for Q4 2022, filed 2 Feb 2023.