Heritage Wealth Management (Arizona)’s Everest Group EG Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$99.4K	Buy	300 +150	+100%	+$46.7K	0.01%	414
2022 Q3	$39K	Hold	150	–	–	0.01%	436
2022 Q2	$42K	Sell	150 -1	-0.7%	-$283	0.01%	448
2022 Q1	$46K	Buy	+151	New	+$43.4K	0.01%	486
2021 Q3	$38K	Hold	150	–	–	0.01%	484
2021 Q2	$38K	Hold	150	–	–	0.01%	493
2021 Q1	$37K	Buy	+150	New	+$35.7K	0.02%	421

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Everest Group (EG) stake by 100% in Q4 2022, buying an estimated $46.7K and bringing the position to 300 shares worth $99.4K. The position accounts for 0.01% of the portfolio, ranked #414.

Heritage Wealth Management (Arizona) first reported a position in EG in Q1 2021 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold EG as of Q4 2022.

Heritage Wealth Management (Arizona) held 300 shares of Everest Group worth $99.4K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 150 Everest Group shares in Q4 2022, an estimated $46.7K.
Everest Group made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #414 holding.
Heritage Wealth Management (Arizona) first reported a position in Everest Group in Q1 2021 and has held it in 7 quarters since.
557 funds tracked by Wall St. Rank held Everest Group as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.