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Industrial Alliance Investment Management’s Everest Group EG Stock Holding History

Industrial Alliance Investment 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
2023
Q3 		– Sell
-56
Closed -$19K – 57
2023
Q2 		$19K Sell
56
-735
-93% -$265K 0.01% 166
2023
Q1 		$283K Buy
+791
New +$284K 0.01% 412

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 $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Industrial Alliance Investment Management's EG Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Everest Group (EG) in Q3 2023, closing a stake of 56 shares — an estimated $19K sold.

Industrial Alliance Investment Management first reported a position in EG in Q1 2023 and held it in 2 quarters. The position peaked at $283K in Q1 2023. 588 funds tracked by Wall St. Rank hold EG as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Everest Group position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 56 Everest Group shares in Q3 2023, an estimated $19K.
  • Industrial Alliance Investment Management first reported a position in Everest Group in Q1 2023 and held it in 2 quarters.
  • Industrial Alliance Investment Management's Everest Group position peaked at $283K in Q1 2023.
  • 588 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.