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Jackson Creek Investment Advisors’s Everest Group EG Stock Holding History

Jackson Creek Investment Advisors’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
Q1 		– Sell
-852
Closed -$301K – 319
2023
Q4 		$301K Buy
+852
New +$330K 0.12% 284
2021
Q4 		– Sell
-900
Closed -$226K – 317
2021
Q3 		$226K Buy
+900
New +$231K 0.08% 286

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jackson Creek Investment Advisors's EG Position: Q1 2024 in Review

Jackson Creek Investment Advisors sold out of Everest Group (EG) in Q1 2024, closing a stake of 852 shares — an estimated $301K sold.

Jackson Creek Investment Advisors first reported a position in EG in Q3 2021 and held it in 2 quarters. The position peaked at $301K in Q4 2023. 640 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Jackson Creek Investment Advisors reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 852 Everest Group shares in Q1 2024, an estimated $301K.
  • Jackson Creek Investment Advisors first reported a position in Everest Group in Q3 2021 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Everest Group position peaked at $301K in Q4 2023.
  • 640 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.