FinTrust Capital Advisors’s Everest Group EG Stock Holding History

FinTrust Capital 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 Q3	$36.8K	Hold	94	–	–	0.01%	665
2024 Q2	$35.8K	Hold	94	–	–	0.01%	629
2024 Q1	$37.4K	Hold	94	–	–	0.01%	606
2023 Q4	$33.2K	Hold	94	–	–	0.01%	596
2023 Q3	$34.9K	Hold	94	–	–	0.01%	539
2023 Q2	$31.1K	Hold	94	–	–	0.01%	543
2023 Q1	$31.1K	Hold	94	–	–	0.01%	542
2022 Q4	$31.1K	Hold	94	–	–	0.01%	541
2022 Q3	$26K	Buy	94 +67	+248%	+$18.1K	0.01%	661
2022 Q2	$7K	Buy	+27	New	+$7.63K	﹤0.01%	970
2021 Q1	–	Sell	-85	Closed	-$20K	–	1151
2020 Q4	$20K	Sell	85 -23	-21%	-$5.08K	0.01%	679
2020 Q3	$21K	Sell	108 -120	-53%	-$25.7K	﹤0.01%	637
2020 Q2	$47K	Buy	228 +112	+97%	+$21.8K	0.02%	504
2020 Q1	$22K	Hold	116	–	–	0.01%	596
2019 Q4	$32K	Hold	116	–	–	0.01%	535
2019 Q3	$31K	Buy	116 +15	+15%	+$3.79K	0.01%	555
2019 Q2	$25K	Hold	101	–	–	0.01%	553
2019 Q1	$22K	Hold	101	–	–	0.01%	579
2018 Q4	$22K	Buy	+101	New	+$22K	0.01%	570

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

CIP

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

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

FinTrust Capital Advisors's EG Position: Q3 2024 in Review

FinTrust Capital Advisors held its Everest Group (EG) position steady in Q3 2024 at 94 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #665.

FinTrust Capital Advisors first reported a position in EG in Q4 2018 and has held it in 19 quarters since. The position peaked at $47K in Q2 2020. 674 funds tracked by Wall St. Rank hold EG as of Q3 2024.

FinTrust Capital Advisors held 94 shares of Everest Group worth $36.8K as of Q3 2024.
FinTrust Capital Advisors left its Everest Group share count unchanged in Q3 2024.
Everest Group made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #665 holding.
FinTrust Capital Advisors first reported a position in Everest Group in Q4 2018 and has held it in 19 quarters since.
FinTrust Capital Advisors's Everest Group position peaked at $47K in Q2 2020.
674 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.