HFM
EG icon

Harvest Fund Management’s Everest Group EG Stock Holding History

Harvest Fund 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
2024
Q3 		– Sell
-128
Closed -$49K – 643
2024
Q2 		$49K Hold
128
– – ﹤0.01% 485
2024
Q1 		$51K Buy
128
+126
+6,300% +$47.2K ﹤0.01% 509
2023
Q4 		$1K Sell
2
-263
-99% -$102K ﹤0.01% 610
2023
Q3 		$98K Buy
265
+250
+1,667% +$90.7K 0.02% 321
2023
Q2 		$5K Sell
15
-422
-97% -$152K ﹤0.01% 600
2023
Q1 		$156K Buy
437
+285
+188% +$102K 0.03% 250
2022
Q4 		$50K Buy
+152
New +$47.4K 0.01% 468
2020
Q2 		– Sell
-84
Closed -$16K – 467
2020
Q1 		$16K Hold
84
– – ﹤0.01% 389
2019
Q4 		$23K Buy
+84
New +$22.2K ﹤0.01% 363

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Harvest Fund Management's EG Position: Q3 2024 in Review

Harvest Fund Management sold out of Everest Group (EG) in Q3 2024, closing a stake of 128 shares — an estimated $49K sold.

Harvest Fund Management first reported a position in EG in Q4 2019 and held it in 9 quarters. The position peaked at $156K in Q1 2023. 674 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • Harvest Fund Management reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
  • Harvest Fund Management sold 128 Everest Group shares in Q3 2024, an estimated $49K.
  • Harvest Fund Management first reported a position in Everest Group in Q4 2019 and held it in 9 quarters.
  • Harvest Fund Management's Everest Group position peaked at $156K in Q1 2023.
  • 674 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on Harvest Fund Management's 13F filing for Q3 2024, filed 13 Nov 2024.