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Hanson & Doremus Investment Management’s Everest Group EG Stock Holding History

Hanson & Doremus Investment 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
-3
Closed -$1K – 519
2021
Q4 		$1K Hold
3
– – ﹤0.01% 489
2021
Q3 		$1K Buy
+3
New +$769 ﹤0.01% 481
2021
Q2 		– Sell
-3
Closed -$1K – 447
2021
Q1 		$1K Buy
+3
New +$714 ﹤0.01% 499

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

Hanson & Doremus Investment Management's EG Position: Q1 2022 in Review

Hanson & Doremus Investment Management sold out of Everest Group (EG) in Q1 2022, closing a stake of 3 shares — an estimated $1K sold.

Hanson & Doremus Investment Management first reported a position in EG in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 513 funds tracked by Wall St. Rank hold EG as of Q1 2022.

  • Hanson & Doremus Investment Management reported no remaining Everest Group position as of Q1 2022 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 3 Everest Group shares in Q1 2022, an estimated $1K.
  • Hanson & Doremus Investment Management first reported a position in Everest Group in Q1 2021 and held it in 3 quarters.
  • Hanson & Doremus Investment Management's Everest Group position peaked at $1K in Q4 2021.
  • 513 funds tracked by Wall St. Rank held Everest Group as of Q1 2022.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2022, filed 22 Apr 2022.