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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
-22,726
Closed -$58 – 1094
2024
Q3 		$58 Buy
+22,726
New +$8.66M ﹤0.01% 1699
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 22,726 shares — an estimated $58 sold.

International Assets Investment Management first reported a position in EG in Q4 2020 and held it in 3 quarters. The position peaked at $14K in Q1 2021. 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 22,726 Everest Group shares in Q4 2024, an estimated $58.
  • 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 $14K in Q1 2021.
  • 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.