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International Assets Investment Management’s Everest Group EG Stock Holding History

International Assets 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
2024
Q4 		– Sell
-58
Closed -$22.7K – 1094
2024
Q3 		$22.7K Buy
+58
New +$22.1K ﹤0.01% 1326
2021
Q2 		– Sell
-59
Closed -$14K – 873
2021
Q1 		$14K Hold
59
– – ﹤0.01% 1435
2020
Q4 		$14K Buy
+59
New +$13K ﹤0.01% 1299

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

International Assets Investment Management's EG Position: Q4 2024 in Review

International Assets Investment Management sold out of Everest Group (EG) in Q4 2024, closing a stake of 58 shares — an estimated $22.7K sold.

International Assets Investment Management first reported a position in EG in Q4 2020 and held it in 3 quarters. The position peaked at $22.7K in Q3 2024. 693 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • International Assets Investment Management reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 58 Everest Group shares in Q4 2024, an estimated $22.7K.
  • International Assets Investment Management first reported a position in Everest Group in Q4 2020 and held it in 3 quarters.
  • International Assets Investment Management's Everest Group position peaked at $22.7K in Q3 2024.
  • 693 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.