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Financial Counselors Inc’s Everest Group EG Stock Holding History

Financial Counselors Inc’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
2021
Q3 		– Sell
-1,014
Closed -$256K – 544
2021
Q2 		$256K Buy
+1,014
New +$264K 0.01% 478

Other funds holding EG

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Financial Counselors Inc's EG Position: Q3 2021 in Review

Financial Counselors Inc sold out of Everest Group (EG) in Q3 2021, closing a stake of 1,014 shares — an estimated $256K sold.

Financial Counselors Inc first reported a position in EG in Q2 2021 and held it in 1 quarter. The position peaked at $256K in Q2 2021. 464 funds tracked by Wall St. Rank hold EG as of Q3 2021.

  • Financial Counselors Inc reported no remaining Everest Group position as of Q3 2021 after selling out during the quarter.
  • Financial Counselors Inc sold 1,014 Everest Group shares in Q3 2021, an estimated $256K.
  • Financial Counselors Inc first reported a position in Everest Group in Q2 2021 and held it in 1 quarter.
  • Financial Counselors Inc's Everest Group position peaked at $256K in Q2 2021.
  • 464 funds tracked by Wall St. Rank held Everest Group as of Q3 2021.

Based on Financial Counselors Inc's 13F filing for Q3 2021, filed 26 Oct 2021.