Hobbs Group Advisors’s Everest Group EG Stock Holding History

Hobbs Group Advisors’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	-8	Closed	-$3.06K	–	657
2024 Q2	$3.06K	Buy	+8	New	+$3.02K	﹤0.01%	506
2023 Q4	$1.07K	Buy	+3	New	+$1.16K	﹤0.01%	500

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

CIP

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Hobbs Group Advisors's EG Position: Q3 2024 in Review

Hobbs Group Advisors sold out of Everest Group (EG) in Q3 2024, closing a stake of 8 shares — an estimated $3.06K sold.

Hobbs Group Advisors first reported a position in EG in Q4 2023 and held it in 2 quarters. The position peaked at $3.06K in Q2 2024. 674 funds tracked by Wall St. Rank hold EG as of Q3 2024.

Hobbs Group Advisors reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
Hobbs Group Advisors sold 8 Everest Group shares in Q3 2024, an estimated $3.06K.
Hobbs Group Advisors first reported a position in Everest Group in Q4 2023 and held it in 2 quarters.
Hobbs Group Advisors's Everest Group position peaked at $3.06K in Q2 2024.
674 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on Hobbs Group Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.