JWM
EG icon

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

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Boston Partners
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Geode Capital Management
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
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Norges Bank
Norges Bank Oslo, Norway $935B AUM