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Financial Gravity Asset Management’s Everest Group EG Stock Holding History

Financial Gravity Asset 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
Q2 		– Sell
-1
Closed -$351 – 1521
2024
Q1 		$351 Buy
+1
New +$375 ﹤0.01% 879
2023
Q4 		– Hold
0
– – – 978
2018
Q2 		– Sell
-2
Closed – – 1459
2018
Q1 		$0 Buy
+2
New +$480 ﹤0.01% 1417

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Financial Gravity Asset Management's EG Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Everest Group (EG) in Q2 2024, closing a stake of 1 share — an estimated $351 sold.

Financial Gravity Asset Management first reported a position in EG in Q1 2018 and held it in 2 quarters. The position peaked at $351 in Q1 2024. 631 funds tracked by Wall St. Rank hold EG as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Everest Group position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Everest Group share in Q2 2024, an estimated $351.
  • Financial Gravity Asset Management first reported a position in Everest Group in Q1 2018 and held it in 2 quarters.
  • Financial Gravity Asset Management's Everest Group position peaked at $351 in Q1 2024.
  • 631 funds tracked by Wall St. Rank held Everest Group as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.