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Graham Capital Wealth Management’s Everest Group EG Stock Holding History

Graham Capital Wealth Management’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
Q1 		– Sell
-6,778
Closed -$1.88M – 115
2021
Q4 		$1.88M Buy
+6,778
New +$1.83M 1.53% 19

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
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Graham Capital Wealth Management's EG Position: Q1 2022 in Review

Graham Capital Wealth Management sold out of Everest Group (EG) in Q1 2022, closing a stake of 6,778 shares — an estimated $1.88M sold.

Graham Capital Wealth Management first reported a position in EG in Q4 2021 and held it in 1 quarter. The position peaked at $1.88M in Q4 2021. 513 funds tracked by Wall St. Rank hold EG as of Q1 2022.

  • Graham Capital Wealth Management reported no remaining Everest Group position as of Q1 2022 after selling out during the quarter.
  • Graham Capital Wealth Management sold 6,778 Everest Group shares in Q1 2022, an estimated $1.88M.
  • Graham Capital Wealth Management first reported a position in Everest Group in Q4 2021 and held it in 1 quarter.
  • Graham Capital Wealth Management's Everest Group position peaked at $1.88M in Q4 2021.
  • 513 funds tracked by Wall St. Rank held Everest Group as of Q1 2022.

Based on Graham Capital Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.