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Horan Securities’s Everest Group EG Stock Holding History

Horan Securities’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
Q3 		– Sell
-9
Closed -$3.08K – 248
2023
Q2 		$3.08K Hold
9
– – ﹤0.01% 529
2023
Q1 		$3.22K Hold
9
– – ﹤0.01% 516
2022
Q4 		$2.98K Hold
9
– – ﹤0.01% 512
2022
Q3 		$2K Hold
9
– – ﹤0.01% 482
2022
Q2 		$2K Hold
9
– – ﹤0.01% 536
2022
Q1 		$3K Hold
9
– – ﹤0.01% 420
2021
Q4 		$2K Buy
+9
New +$2.43K ﹤0.01% 450
2021
Q2 		$2K Hold
9
– – ﹤0.01% 406
2021
Q1 		$2K Buy
+9
New +$2.14K ﹤0.01% 368

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Horan Securities's EG Position: Q3 2023 in Review

Horan Securities sold out of Everest Group (EG) in Q3 2023, closing a stake of 9 shares — an estimated $3.08K sold.

Horan Securities first reported a position in EG in Q1 2021 and held it in 9 quarters. The position peaked at $3.22K in Q1 2023. 588 funds tracked by Wall St. Rank hold EG as of Q3 2023.

  • Horan Securities reported no remaining Everest Group position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 9 Everest Group shares in Q3 2023, an estimated $3.08K.
  • Horan Securities first reported a position in Everest Group in Q1 2021 and held it in 9 quarters.
  • Horan Securities's Everest Group position peaked at $3.22K in Q1 2023.
  • 588 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.