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Harel Insurance Investments & Financial Services’s Everest Group EG Stock Holding History

Harel Insurance Investments & Financial 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
-4,984
Closed -$1.77M – 726
2023
Q1 		$1.77M Buy
+4,984
New +$1.79M 0.04% 137

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Viking Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harel Insurance Investments & Financial Services's EG Position: Q2 2023 in Review

Harel Insurance Investments & Financial Services sold out of Everest Group (EG) in Q2 2023, closing a stake of 4,984 shares — an estimated $1.77M sold.

Harel Insurance Investments & Financial Services first reported a position in EG in Q1 2023 and held it in 1 quarter. The position peaked at $1.77M in Q1 2023. 582 funds tracked by Wall St. Rank hold EG as of Q2 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 4,984 Everest Group shares in Q2 2023, an estimated $1.77M.
  • Harel Insurance Investments & Financial Services first reported a position in Everest Group in Q1 2023 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Everest Group position peaked at $1.77M in Q1 2023.
  • 582 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2023, filed 17 Jul 2023.