FMAEN1
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Fund Management at Engine No 1’s Everest Group EG Stock Holding History

Fund Management at Engine No 1’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
Q4 		– Sell
-621
Closed -$231K – 136
2023
Q3 		$231K Buy
+621
New +$225K 0.04% 397

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fund Management at Engine No 1's EG Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Everest Group (EG) in Q4 2023, closing a stake of 621 shares — an estimated $231K sold.

Fund Management at Engine No 1 first reported a position in EG in Q3 2023 and held it in 1 quarter. The position peaked at $231K in Q3 2023. 667 funds tracked by Wall St. Rank hold EG as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining Everest Group position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 621 Everest Group shares in Q4 2023, an estimated $231K.
  • Fund Management at Engine No 1 first reported a position in Everest Group in Q3 2023 and held it in 1 quarter.
  • Fund Management at Engine No 1's Everest Group position peaked at $231K in Q3 2023.
  • 667 funds tracked by Wall St. Rank held Everest Group as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.