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iA Global Asset Management’s Everest Group EG Stock Holding History

iA Global Asset Management’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
Q4 		– Sell
-4,031
Closed -$1.58M – 455
2024
Q3 		$1.58M Buy
4,031
+3,349
+491% +$1.28M 0.03% 284
2024
Q2 		$260K Buy
682
+18
+3% +$6.8K 0.01% 413
2024
Q1 		$264K Sell
664
-17
-2% -$6.37K 0.01% 410
2023
Q4 		$241K Sell
681
-54
-7% -$20.9K 0.01% 422
2023
Q3 		$273K Sell
735
-736
-50% -$267K 0.01% 391
2023
Q2 		$503K Buy
+1,471
New +$531K 0.01% 347

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

iA Global Asset Management's EG Position: Q4 2024 in Review

iA Global Asset Management sold out of Everest Group (EG) in Q4 2024, closing a stake of 4,031 shares — an estimated $1.58M sold.

iA Global Asset Management first reported a position in EG in Q2 2023 and held it in 6 quarters. The position peaked at $1.58M in Q3 2024. 693 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • iA Global Asset Management reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • iA Global Asset Management sold 4,031 Everest Group shares in Q4 2024, an estimated $1.58M.
  • iA Global Asset Management first reported a position in Everest Group in Q2 2023 and held it in 6 quarters.
  • iA Global Asset Management's Everest Group position peaked at $1.58M in Q3 2024.
  • 693 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on iA Global Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.