Front Row Advisors’s Everest Group EG Stock Holding History

Front Row Advisors’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 Q2	–	Sell	-8	Closed	-$3K	–	902
2023 Q1	$3K	Sell	8 -12	-60%	-$4.31K	﹤0.01%	760
2022 Q4	$7K	Sell	20 -12	-38%	-$3.74K	﹤0.01%	559
2022 Q3	$8K	Hold	32	–	–	﹤0.01%	537
2022 Q2	$9K	Buy	32 +8	+33%	+$2.26K	﹤0.01%	530
2022 Q1	$7K	Hold	24	–	–	﹤0.01%	631
2021 Q4	$7K	Hold	24	–	–	﹤0.01%	658
2021 Q3	$6K	Sell	24 -18	-43%	-$4.62K	﹤0.01%	691
2021 Q2	$11K	Sell	42 -6	-13%	-$1.56K	﹤0.01%	537
2021 Q1	$12K	Hold	48	–	–	0.01%	508
2020 Q4	$11K	Sell	48 -2	-4%	-$442	0.01%	494
2020 Q3	$12K	Buy	50 +23	+85%	+$4.92K	0.01%	466
2020 Q2	$6K	Hold	27	–	–	﹤0.01%	585
2020 Q1	$5K	Buy	27 +3	+13%	+$766	﹤0.01%	611
2019 Q4	$7K	Hold	24	–	–	﹤0.01%	538
2019 Q3	$6K	Buy	24 +8	+50%	+$2.02K	﹤0.01%	553
2019 Q2	$4K	Buy	16 +7	+78%	+$1.68K	﹤0.01%	641
2019 Q1	$2K	Hold	9	–	–	﹤0.01%	816
2018 Q4	$2K	Hold	9	–	–	﹤0.01%	771
2018 Q3	$2K	Hold	9	–	–	﹤0.01%	774
2018 Q2	$2K	Hold	9	–	–	﹤0.01%	833
2018 Q1	$2K	Buy	+9	New	+$2.16K	﹤0.01%	773

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 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

Front Row Advisors's EG Position: Q2 2023 in Review

Front Row Advisors sold out of Everest Group (EG) in Q2 2023, closing a stake of 8 shares — an estimated $3K sold.

Front Row Advisors first reported a position in EG in Q1 2018 and held it in 21 quarters. The position peaked at $12K in Q1 2021. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

Front Row Advisors reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
Front Row Advisors sold 8 Everest Group shares in Q2 2023, an estimated $3K.
Front Row Advisors first reported a position in Everest Group in Q1 2018 and held it in 21 quarters.
Front Row Advisors's Everest Group position peaked at $12K in Q1 2021.
581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on Front Row Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.