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Integrated Advisors Network’s Everest Group EG Stock Holding History

Integrated Advisors Network’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
Q3 		– Sell
-12,352
Closed -$3.46M – 659
2022
Q2 		$3.46M Buy
12,352
+673
+6% +$190K 0.23% 129
2022
Q1 		$3.52M Buy
11,679
+305
+3% +$87.6K 0.21% 125
2021
Q4 		$3.12M Buy
+11,374
New +$3.07M 0.18% 142

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Advisors Network's EG Position: Q3 2022 in Review

Integrated Advisors Network sold out of Everest Group (EG) in Q3 2022, closing a stake of 12,352 shares — an estimated $3.46M sold.

Integrated Advisors Network first reported a position in EG in Q4 2021 and held it in 3 quarters. The position peaked at $3.52M in Q1 2022. 511 funds tracked by Wall St. Rank hold EG as of Q3 2022.

  • Integrated Advisors Network reported no remaining Everest Group position as of Q3 2022 after selling out during the quarter.
  • Integrated Advisors Network sold 12,352 Everest Group shares in Q3 2022, an estimated $3.46M.
  • Integrated Advisors Network first reported a position in Everest Group in Q4 2021 and held it in 3 quarters.
  • Integrated Advisors Network's Everest Group position peaked at $3.52M in Q1 2022.
  • 511 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on Integrated Advisors Network's 13F filing for Q3 2022, filed 8 Nov 2022.