FIM
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Freedom Investment Management’s Everest Group EG Stock Holding History

Freedom Investment 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
2024
Q2 		– Sell
-834
Closed -$332K – 807
2024
Q1 		$332K Buy
834
+16
+2% +$6K 0.03% 568
2023
Q4 		$289K Sell
818
-59
-7% -$22.8K 0.02% 605
2023
Q3 		$326K Buy
877
+28
+3% +$10.2K 0.04% 472
2023
Q2 		$290K Sell
849
-4
-0.5% -$1.45K 0.03% 552
2023
Q1 		$306K Buy
+853
New +$307K 0.03% 548

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

Freedom Investment Management's EG Position: Q2 2024 in Review

Freedom Investment Management sold out of Everest Group (EG) in Q2 2024, closing a stake of 834 shares — an estimated $332K sold.

Freedom Investment Management first reported a position in EG in Q1 2023 and held it in 5 quarters. The position peaked at $332K in Q1 2024. 631 funds tracked by Wall St. Rank hold EG as of Q2 2024.

  • Freedom Investment Management reported no remaining Everest Group position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 834 Everest Group shares in Q2 2024, an estimated $332K.
  • Freedom Investment Management first reported a position in Everest Group in Q1 2023 and held it in 5 quarters.
  • Freedom Investment Management's Everest Group position peaked at $332K in Q1 2024.
  • 631 funds tracked by Wall St. Rank held Everest Group as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.