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Fulton Bank’s Everest Group EG Stock Holding History

Fulton Bank’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
2022
Q4 		– Sell
-804
Closed -$211K – 527
2022
Q3 		$211K Buy
804
+5
+0.6% +$1.35K 0.01% 447
2022
Q2 		$224K Buy
+799
New +$226K 0.01% 444
2022
Q1 		– Sell
-732
Closed -$201K – 519
2021
Q4 		$201K Buy
+732
New +$198K 0.01% 523
2021
Q3 		– Sell
-1,100
Closed -$277K – 528
2021
Q2 		$277K Sell
1,100
-127
-10% -$33.1K 0.01% 416
2021
Q1 		$304K Buy
1,227
+12
+1% +$2.86K 0.02% 371
2020
Q4 		$284K Sell
1,215
-35
-3% -$7.73K 0.02% 357
2020
Q3 		$247K Sell
1,250
-103
-8% -$22.1K 0.02% 366
2020
Q2 		$279K Sell
1,353
-316
-19% -$61.5K 0.02% 326
2020
Q1 		$322K Buy
1,669
+531
+47% +$136K 0.03% 282
2019
Q4 		$315K Sell
1,138
-63
-5% -$16.6K 0.02% 324
2019
Q3 		$320K Buy
1,201
+247
+26% +$62.4K 0.02% 310
2019
Q2 		$236K Sell
954
-35
-4% -$8.4K 0.02% 372
2019
Q1 		$214K Sell
989
-8
-0.8% -$1.74K 0.02% 391
2018
Q4 		$217K Buy
997
+13
+1% +$2.83K 0.02% 381
2018
Q3 		$225K Sell
984
-18
-2% -$4.03K 0.01% 421
2018
Q2 		$231K Sell
1,002
-7
-0.7% -$1.64K 0.02% 409
2018
Q1 		$259K Buy
+1,009
New +$242K 0.02% 382

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Fulton Bank's EG Position: Q4 2022 in Review

Fulton Bank sold out of Everest Group (EG) in Q4 2022, closing a stake of 804 shares — an estimated $211K sold.

Fulton Bank first reported a position in EG in Q1 2018 and held it in 17 quarters. The position peaked at $322K in Q1 2020. 557 funds tracked by Wall St. Rank hold EG as of Q4 2022.

  • Fulton Bank reported no remaining Everest Group position as of Q4 2022 after selling out during the quarter.
  • Fulton Bank sold 804 Everest Group shares in Q4 2022, an estimated $211K.
  • Fulton Bank first reported a position in Everest Group in Q1 2018 and held it in 17 quarters.
  • Fulton Bank's Everest Group position peaked at $322K in Q1 2020.
  • 557 funds tracked by Wall St. Rank held Everest Group as of Q4 2022.

Based on Fulton Bank's 13F filing for Q4 2022, filed 5 Jan 2023.