Institutional & Family Asset Management’s Everest Group EG Stock Holding History

Institutional & Family 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 Q2	$12.2K	Buy	32 +6	+23%	+$2.27K	﹤0.01%	393
2024 Q1	$10.3K	Sell	26 -1	-4%	-$375	﹤0.01%	408
2023 Q4	$9.55K	Hold	27	–	–	﹤0.01%	398
2023 Q3	$10K	Buy	+27	New	+$9.8K	﹤0.01%	377
2023 Q1	–	Sell	-181	Closed	-$60K	–	736
2022 Q4	$60K	Sell	181 -40	-18%	-$12.5K	0.01%	209
2022 Q3	$58K	Hold	221	–	–	0.01%	209
2022 Q2	$62K	Hold	221	–	–	0.01%	210
2022 Q1	$67K	Sell	221 -41	-16%	-$11.8K	0.01%	228
2021 Q4	$72K	Hold	262	–	–	0.01%	234
2021 Q3	$66K	Sell	262 -50	-16%	-$12.8K	0.01%	289
2021 Q2	$79K	Sell	312 -110	-26%	-$28.6K	0.01%	273
2021 Q1	$105K	Buy	+422	New	+$100K	0.02%	262

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Institutional & Family Asset Management's EG Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Everest Group (EG) stake by 23% in Q2 2024, buying an estimated $2.27K and bringing the position to 32 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Institutional & Family Asset Management first reported a position in EG in Q1 2021 and has held it in 12 quarters since. The position peaked at $105K in Q1 2021. 630 funds tracked by Wall St. Rank hold EG as of Q2 2024.

Institutional & Family Asset Management held 32 shares of Everest Group worth $12.2K as of Q2 2024.
Institutional & Family Asset Management bought 6 Everest Group shares in Q2 2024, an estimated $2.27K.
Everest Group made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #393 holding.
Institutional & Family Asset Management first reported a position in Everest Group in Q1 2021 and has held it in 12 quarters since.
Institutional & Family Asset Management's Everest Group position peaked at $105K in Q1 2021.
630 funds tracked by Wall St. Rank held Everest Group as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.