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FORA Capital’s Everest Group EG Stock Holding History

FORA Capital’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 		– Sell
-3,515
Closed -$1.34M – 477
2024
Q2 		$1.34M Buy
+3,515
New +$1.33M 0.16% 184
2023
Q3 		– Sell
-8,802
Closed -$3.01M – 498
2023
Q2 		$3.01M Buy
+8,802
New +$3.18M 0.43% 69
2022
Q2 		– Sell
-732
Closed -$223K – 493
2022
Q1 		$223K Buy
+732
New +$210K 0.04% 463
2020
Q4 		– Sell
-1,237
Closed -$244K – 971
2020
Q3 		$244K Buy
+1,237
New +$265K 0.16% 141

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

FORA Capital's EG Position: Q3 2024 in Review

FORA Capital sold out of Everest Group (EG) in Q3 2024, closing a stake of 3,515 shares — an estimated $1.34M sold.

FORA Capital first reported a position in EG in Q3 2020 and held it in 4 quarters. The position peaked at $3.01M in Q2 2023. 674 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • FORA Capital reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
  • FORA Capital sold 3,515 Everest Group shares in Q3 2024, an estimated $1.34M.
  • FORA Capital first reported a position in Everest Group in Q3 2020 and held it in 4 quarters.
  • FORA Capital's Everest Group position peaked at $3.01M in Q2 2023.
  • 674 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on FORA Capital's 13F filing for Q3 2024, filed 13 Nov 2024.