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John Armitage’s Everest Group EG Stock Holding History

John Armitage’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
2023
Q4 		– Sell
-223,093
Closed -$82.9M – 23
2023
Q3 		$82.9M Sell
223,093
-66,869
-23% -$24.3M 0.96% 20
2023
Q2 		$99.1M Sell
289,962
-116,684
-29% -$42.1M 1.02% 21
2023
Q1 		$146M Sell
406,646
-42,655
-9% -$15.3M 1.57% 21
2022
Q4 		$149M Buy
+449,301
New +$140M 1.28% 21

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

John Armitage's EG Position: Q4 2023 in Review

John Armitage sold out of Everest Group (EG) in Q4 2023, closing a stake of 223,093 shares — an estimated $82.9M sold.

John Armitage first reported a position in EG in Q4 2022 and held it in 4 quarters. The position peaked at $149M in Q4 2022. 668 funds tracked by Wall St. Rank hold EG as of Q4 2023.

  • John Armitage reported no remaining Everest Group position as of Q4 2023 after selling out during the quarter.
  • John Armitage sold 223,093 Everest Group shares in Q4 2023, an estimated $82.9M.
  • John Armitage first reported a position in Everest Group in Q4 2022 and held it in 4 quarters.
  • John Armitage's Everest Group position peaked at $149M in Q4 2022.
  • 668 funds tracked by Wall St. Rank held Everest Group as of Q4 2023.

Based on Egerton Capital (UK)'s 13F filing for Q4 2023, filed 12 Feb 2024.