IC
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Intersect Capital’s Everest Group EG Stock Holding History

Intersect Capital’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
Q2 		$227K Sell
811
-25
-3% -$7.07K 0.07% 296
2022
Q1 		$252K Buy
+836
New +$240K 0.05% 355
2015
Q2 		– Sell
-42
Closed -$8K – 190
2015
Q1 		$8K Hold
42
– – 0.01% 345
2014
Q4 		$7K Buy
+42
New +$7.09K 0.01% 367

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intersect Capital's EG Position: Q2 2022 in Review

Intersect Capital reduced its Everest Group (EG) stake by 3% in Q2 2022, selling an estimated $7.07K and leaving 811 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #296.

Intersect Capital first reported a position in EG in Q4 2014 and has held it in 4 quarters since. The position peaked at $252K in Q1 2022. 530 funds tracked by Wall St. Rank hold EG as of Q2 2022.

  • Intersect Capital held 811 shares of Everest Group worth $227K as of Q2 2022.
  • Intersect Capital sold 25 Everest Group shares in Q2 2022, an estimated $7.07K.
  • Everest Group made up 0.07% of Intersect Capital's portfolio in Q2 2022, its #296 holding.
  • Intersect Capital first reported a position in Everest Group in Q4 2014 and has held it in 4 quarters since.
  • Intersect Capital's Everest Group position peaked at $252K in Q1 2022.
  • 530 funds tracked by Wall St. Rank held Everest Group as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.