Foundry Partners’s Everest Group EG Stock Holding History

Foundry Partners’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
2023 Q3	–	Sell	-611	Closed	-$209K	–	304
2023 Q2	$209K	Hold	611	–	–	0.01%	309
2023 Q1	$219K	Buy	+611	New	+$220K	0.01%	305

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

CIP

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Foundry Partners's EG Position: Q3 2023 in Review

Foundry Partners sold out of Everest Group (EG) in Q3 2023, closing a stake of 611 shares — an estimated $209K sold.

Foundry Partners first reported a position in EG in Q1 2023 and held it in 2 quarters. The position peaked at $219K in Q1 2023. 588 funds tracked by Wall St. Rank hold EG as of Q3 2023.

Foundry Partners reported no remaining Everest Group position as of Q3 2023 after selling out during the quarter.
Foundry Partners sold 611 Everest Group shares in Q3 2023, an estimated $209K.
Foundry Partners first reported a position in Everest Group in Q1 2023 and held it in 2 quarters.
Foundry Partners's Everest Group position peaked at $219K in Q1 2023.
588 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.

Based on Foundry Partners's 13F filing for Q3 2023, filed 9 Nov 2023.