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Fred Alger Management’s Everest Group EG Stock Holding History

Fred Alger Management’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
-124
Closed -$42.4K – 486
2023
Q2 		$42.4K Hold
124
– – ﹤0.01% 470
2023
Q1 		$44.4K Buy
+124
New +$44.6K ﹤0.01% 465
2022
Q4 		– Sell
-73
Closed -$19K – 529
2022
Q3 		$19K Hold
73
– – ﹤0.01% 494
2022
Q2 		$20K Buy
+73
New +$20.6K ﹤0.01% 481

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fred Alger Management's EG Position: Q3 2023 in Review

Fred Alger Management sold out of Everest Group (EG) in Q3 2023, closing a stake of 124 shares — an estimated $42.4K sold.

Fred Alger Management first reported a position in EG in Q2 2022 and held it in 4 quarters. The position peaked at $44.4K in Q1 2023. 588 funds tracked by Wall St. Rank hold EG as of Q3 2023.

  • Fred Alger Management reported no remaining Everest Group position as of Q3 2023 after selling out during the quarter.
  • Fred Alger Management sold 124 Everest Group shares in Q3 2023, an estimated $42.4K.
  • Fred Alger Management first reported a position in Everest Group in Q2 2022 and held it in 4 quarters.
  • Fred Alger Management's Everest Group position peaked at $44.4K in Q1 2023.
  • 588 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.

Based on Fred Alger Management's 13F filing for Q3 2023, filed 14 Nov 2023.