GF
EG icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return