Glassman Wealth Services’s Everest Group EG Stock Holding History

Glassman Wealth Services’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	-21	Closed	-$7.52K	–	1933
2023 Q1	$7.52K	Hold	21	–	–	﹤0.01%	886
2022 Q4	$6.96K	Hold	21	–	–	﹤0.01%	935
2022 Q3	$6K	Buy	21 +1	+5%	+$271	﹤0.01%	933
2022 Q2	$6K	Buy	20 +1	+5%	+$283	﹤0.01%	941
2022 Q1	$6K	Hold	19	–	–	﹤0.01%	955
2021 Q4	$5K	Buy	19 +9	+90%	+$2.43K	﹤0.01%	975
2021 Q3	$3K	Buy	10 +4	+67%	+$1.03K	﹤0.01%	1070
2021 Q2	$2K	Buy	+6	New	+$1.56K	﹤0.01%	1133
2020 Q2	–	Sell	-1	Closed	–	–	1305
2020 Q1	$0	Sell	1 -4	-80%	-$1.02K	﹤0.01%	1234
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	897
2019 Q3	$1K	Sell	5 -1	-17%	-$252	﹤0.01%	819
2019 Q2	$1K	Buy	6 +1	+20%	+$240	﹤0.01%	830
2019 Q1	$1K	Buy	+5	New	+$1.09K	﹤0.01%	787
2018 Q4	–	Sell	-12	Closed	-$3K	–	829
2018 Q3	$3K	Hold	12	–	–	﹤0.01%	527
2018 Q2	$3K	Buy	+12	New	+$2.82K	﹤0.01%	492

Other funds holding EG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glassman Wealth Services's EG Position: Q2 2023 in Review

Glassman Wealth Services sold out of Everest Group (EG) in Q2 2023, closing a stake of 21 shares — an estimated $7.52K sold.

Glassman Wealth Services first reported a position in EG in Q2 2018 and held it in 15 quarters. The position peaked at $7.52K in Q1 2023. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

Glassman Wealth Services reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
Glassman Wealth Services sold 21 Everest Group shares in Q2 2023, an estimated $7.52K.
Glassman Wealth Services first reported a position in Everest Group in Q2 2018 and held it in 15 quarters.
Glassman Wealth Services's Everest Group position peaked at $7.52K in Q1 2023.
581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.