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IndexIQ Advisors’s Everest Group EG Stock Holding History

IndexIQ 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
2022
Q1 		$193K Sell
641
-12
-2% -$3.45K 0.01% 1033
2021
Q4 		$179K Sell
653
-31
-5% -$8.38K 0.01% 1043
2021
Q3 		$172K Buy
684
+35
+5% +$8.98K 0.01% 1053
2021
Q2 		$164K Buy
+649
New +$169K 0.01% 1052

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IndexIQ Advisors's EG Position: Q1 2022 in Review

IndexIQ Advisors reduced its Everest Group (EG) stake by 1.8% in Q1 2022, selling an estimated $3.45K and leaving 641 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #1033.

IndexIQ Advisors first reported a position in EG in Q2 2021 and has held it in 4 quarters since. 513 funds tracked by Wall St. Rank hold EG as of Q1 2022.

  • IndexIQ Advisors held 641 shares of Everest Group worth $193K as of Q1 2022.
  • IndexIQ Advisors sold 12 Everest Group shares in Q1 2022, an estimated $3.45K.
  • Everest Group made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1033 holding.
  • IndexIQ Advisors first reported a position in Everest Group in Q2 2021 and has held it in 4 quarters since.
  • 513 funds tracked by Wall St. Rank held Everest Group as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.