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Glass Jacobson Investment Advisors’s Everest Group EG Stock Holding History

Glass Jacobson Investment 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
Q4 		– Sell
-1
Closed -$372 – 744
2023
Q3 		$372 Buy
+1
New +$363 ﹤0.01% 770

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

Glass Jacobson Investment Advisors's EG Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Everest Group (EG) in Q4 2023, closing a stake of 1 share — an estimated $372 sold.

Glass Jacobson Investment Advisors first reported a position in EG in Q3 2023 and held it in 1 quarter. The position peaked at $372 in Q3 2023. 667 funds tracked by Wall St. Rank hold EG as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Everest Group position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1 Everest Group share in Q4 2023, an estimated $372.
  • Glass Jacobson Investment Advisors first reported a position in Everest Group in Q3 2023 and held it in 1 quarter.
  • Glass Jacobson Investment Advisors's Everest Group position peaked at $372 in Q3 2023.
  • 667 funds tracked by Wall St. Rank held Everest Group as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.