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First Bank & Trust’s Everest Group EG Stock Holding History

First Bank & Trust’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
Q3 		– Sell
-3
Closed -$1K – 268
2022
Q2 		$1K Hold
3
– – ﹤0.01% 463
2022
Q1 		$1K Hold
3
– – ﹤0.01% 488
2021
Q4 		$1K Buy
+3
New +$811 ﹤0.01% 483

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Bank & Trust's EG Position: Q3 2022 in Review

First Bank & Trust sold out of Everest Group (EG) in Q3 2022, closing a stake of 3 shares — an estimated $1K sold.

First Bank & Trust first reported a position in EG in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 511 funds tracked by Wall St. Rank hold EG as of Q3 2022.

  • First Bank & Trust reported no remaining Everest Group position as of Q3 2022 after selling out during the quarter.
  • First Bank & Trust sold 3 Everest Group shares in Q3 2022, an estimated $1K.
  • First Bank & Trust first reported a position in Everest Group in Q4 2021 and held it in 3 quarters.
  • First Bank & Trust's Everest Group position peaked at $1K in Q2 2022.
  • 511 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on First Bank & Trust's 13F filing for Q3 2022, filed 28 Oct 2022.