FTIS
EG icon

First Trust Investment Solutions’s Everest Group EG Stock Holding History

First Trust Investment Solutions’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 		$6.97M Sell
17,795
-2,400
-12% -$914K 0.78% 33
2024
Q2 		$7.69M Sell
20,195
-1,628
-7% -$615K 1.08% 23
2024
Q1 		$8.67M Sell
21,823
-784
-3% -$294K 1.53% 19
2023
Q4 		$7.99M Buy
+22,607
New +$8.75M 1.66% 20

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Trust Investment Solutions's EG Position: Q3 2024 in Review

First Trust Investment Solutions reduced its Everest Group (EG) stake by 12% in Q3 2024, selling an estimated $914K and leaving 17,795 shares worth $6.97M. The position accounts for 0.78% of the portfolio, ranked #33.

First Trust Investment Solutions first reported a position in EG in Q4 2023 and has held it in 4 quarters since. The position peaked at $8.67M in Q1 2024. 673 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • First Trust Investment Solutions held 17,795 shares of Everest Group worth $6.97M as of Q3 2024.
  • First Trust Investment Solutions sold 2,400 Everest Group shares in Q3 2024, an estimated $914K.
  • Everest Group made up 0.78% of First Trust Investment Solutions's portfolio in Q3 2024, its #33 holding.
  • First Trust Investment Solutions first reported a position in Everest Group in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's Everest Group position peaked at $8.67M in Q1 2024.
  • 673 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.