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Goodman Financial’s Everest Group EG Stock Holding History

Goodman Financial’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
-37,342
Closed -$9.8M – 47
2022
Q3 		$9.8M Buy
37,342
+2,922
+8% +$791K 3.29% 5
2022
Q2 		$9.65M Sell
34,420
-117
-0.3% -$33.1K 3.19% 6
2022
Q1 		$10.4M Sell
34,537
-790
-2% -$227K 2.95% 6
2021
Q4 		$9.68M Buy
35,327
+719
+2% +$194K 2.54% 17
2021
Q3 		$8.68M Buy
34,608
+1,299
+4% +$333K 2.37% 18
2021
Q2 		$8.39M Buy
33,309
+2,053
+7% +$534K 2.57% 19
2021
Q1 		$7.75M Buy
31,256
+2,017
+7% +$480K 2.48% 20
2020
Q4 		$6.84M Buy
29,239
+1,120
+4% +$247K 2.38% 19
2020
Q3 		$5.55M Buy
28,119
+889
+3% +$190K 2.59% 21
2020
Q2 		$5.62M Buy
27,230
+438
+2% +$85.3K 2.81% 20
2020
Q1 		$5.16M Sell
26,792
-273
-1% -$69.7K 3.15% 15
2019
Q4 		$7.49M Sell
27,065
-1,142
-4% -$301K 3.28% 9
2019
Q3 		$7.51M Sell
28,207
-723
-2% -$183K 3.77% 7
2019
Q2 		$7.15M Sell
28,930
-651
-2% -$156K 3.58% 9
2019
Q1 		$6.39M Buy
29,581
+243
+0.8% +$52.9K 3.25% 16
2018
Q4 		$6.39M Buy
29,338
+156
+0.5% +$34K 3.46% 8
2018
Q3 		$6.67M Buy
29,182
+271
+0.9% +$60.6K 3.24% 15
2018
Q2 		$6.66M Buy
28,911
+416
+1% +$97.7K 3% 15
2018
Q1 		$7.32M Buy
+28,495
New +$6.84M 3.44% 6

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

Goodman Financial's EG Position: Q4 2022 in Review

Goodman Financial sold out of Everest Group (EG) in Q4 2022, closing a stake of 37,342 shares — an estimated $9.8M sold.

Goodman Financial first reported a position in EG in Q1 2018 and held it in 19 quarters. The position peaked at $10.4M in Q1 2022. 557 funds tracked by Wall St. Rank hold EG as of Q4 2022.

  • Goodman Financial reported no remaining Everest Group position as of Q4 2022 after selling out during the quarter.
  • Goodman Financial sold 37,342 Everest Group shares in Q4 2022, an estimated $9.8M.
  • Goodman Financial first reported a position in Everest Group in Q1 2018 and held it in 19 quarters.
  • Goodman Financial's Everest Group position peaked at $10.4M in Q1 2022.
  • 557 funds tracked by Wall St. Rank held Everest Group as of Q4 2022.

Based on Goodman Financial's 13F filing for Q4 2022, filed 9 Feb 2023.