HWP
EG icon

Hibernia Wealth Partners’s Everest Group EG Stock Holding History

Hibernia Wealth Partners’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
Q4 		– Sell
-33
Closed -$12.3K – 144
2023
Q3 		$12.3K Buy
+33
New +$12K 0.01% 155

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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
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

Hibernia Wealth Partners's EG Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Everest Group (EG) in Q4 2023, closing a stake of 33 shares — an estimated $12.3K sold.

Hibernia Wealth Partners first reported a position in EG in Q3 2023 and held it in 1 quarter. The position peaked at $12.3K in Q3 2023. 668 funds tracked by Wall St. Rank hold EG as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining Everest Group position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 33 Everest Group shares in Q4 2023, an estimated $12.3K.
  • Hibernia Wealth Partners first reported a position in Everest Group in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's Everest Group position peaked at $12.3K in Q3 2023.
  • 668 funds tracked by Wall St. Rank held Everest Group as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.