Janiczek Wealth Management’s Everest Group EG Stock Holding History

Janiczek Wealth 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 Q2	$41.9K	Buy	110 +34	+45%	+$12.9K	0.01%	433
2024 Q1	$30.2K	Hold	76	–	–	0.01%	493
2023 Q4	$26.9K	Sell	76 -21	-22%	-$8.13K	0.01%	503
2023 Q3	$36.1K	Buy	97 +93	+2,325%	+$33.8K	0.01%	419
2023 Q2	$1.37K	Hold	4	–	–	﹤0.01%	807
2023 Q1	$1.44K	Sell	4 -2	-33%	-$719	﹤0.01%	803
2022 Q4	$2.1K	Hold	6	–	–	﹤0.01%	766
2022 Q3	$2K	Hold	6	–	–	﹤0.01%	758
2022 Q2	$2K	Hold	6	–	–	﹤0.01%	773
2022 Q1	$2K	Hold	6	–	–	﹤0.01%	764
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	822
2021 Q3	$2K	Hold	6	–	–	﹤0.01%	805
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	752
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	795
2020 Q4	$1K	Buy	+6	New	+$1.32K	﹤0.01%	724

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Janiczek Wealth Management's EG Position: Q2 2024 in Review

Janiczek Wealth Management increased its Everest Group (EG) stake by 45% in Q2 2024, buying an estimated $12.9K and bringing the position to 110 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #433.

Janiczek Wealth Management first reported a position in EG in Q4 2020 and has held it in 15 quarters since. 631 funds tracked by Wall St. Rank hold EG as of Q2 2024.

Janiczek Wealth Management held 110 shares of Everest Group worth $41.9K as of Q2 2024.
Janiczek Wealth Management bought 34 Everest Group shares in Q2 2024, an estimated $12.9K.
Everest Group made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #433 holding.
Janiczek Wealth Management first reported a position in Everest Group in Q4 2020 and has held it in 15 quarters since.
631 funds tracked by Wall St. Rank held Everest Group as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.