Gilder Gagnon Howe & Co’s Everest Group EG Stock Holding History

Gilder Gagnon Howe & Co’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 Q1	–	Sell	-1,706	Closed	-$603K	–	264
2023 Q4	$603K	Sell	1,706 -9,886	-85%	-$3.83M	0.01%	220
2023 Q3	$4.31M	Sell	11,592 -3,863	-25%	-$1.4M	0.07%	151
2023 Q2	$5.28M	Sell	15,455 -5,262	-25%	-$1.9M	0.07%	151
2023 Q1	$7.42M	Sell	20,717 -24	-0.1%	-$8.63K	0.12%	118
2022 Q4	$6.87M	Buy	+20,741	New	+$6.46M	0.13%	122
2021 Q3	–	Sell	-16,393	Closed	-$4.13M	–	427
2021 Q2	$4.13M	Sell	16,393 -2,448	-13%	-$637K	0.02%	274
2021 Q1	$4.67M	Buy	18,841 +170	+0.9%	+$40.5K	0.03%	246
2020 Q4	$4.37M	Buy	18,671 +962	+5%	+$212K	0.02%	221
2020 Q3	$3.5M	Sell	17,709 -246	-1%	-$52.7K	0.02%	215
2020 Q2	$3.7M	Buy	+17,955	New	+$3.5M	0.03%	189

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Gilder Gagnon Howe & Co's EG Position: Q1 2024 in Review

Gilder Gagnon Howe & Co sold out of Everest Group (EG) in Q1 2024, closing a stake of 1,706 shares — an estimated $603K sold.

Gilder Gagnon Howe & Co first reported a position in EG in Q2 2020 and held it in 10 quarters. The position peaked at $7.42M in Q1 2023. 641 funds tracked by Wall St. Rank hold EG as of Q1 2024.

Gilder Gagnon Howe & Co reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
Gilder Gagnon Howe & Co sold 1,706 Everest Group shares in Q1 2024, an estimated $603K.
Gilder Gagnon Howe & Co first reported a position in Everest Group in Q2 2020 and held it in 10 quarters.
Gilder Gagnon Howe & Co's Everest Group position peaked at $7.42M in Q1 2023.
641 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Gilder Gagnon Howe & Co's 13F filing for Q1 2024, filed 15 May 2024.