Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HFM
Harvest Fund Management’s
Everest Group
EG
Stock Holding History
Harvest Fund Management’s Portfolio
EG Stock Details
EG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-128
Closed
-$49K
–
645
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
–
468
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
CIP
Champlain Investment Partners
Burlington, Vermont
$7.88B AUM
6.82%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close