JAM
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Jupiter Asset Management’s Everest Group EG Stock Holding History

Jupiter Asset 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
Q1 		– Sell
-186,854
Closed -$66.1M – 456
2023
Q4 		$66.1M Sell
186,854
-1,573
-0.8% -$609K 0.65% 35
2023
Q3 		$70M Buy
188,427
+48,444
+35% +$17.6M 0.78% 23
2023
Q2 		$47.8M Buy
139,983
+41,241
+42% +$14.9M 0.52% 47
2023
Q1 		$35.3M Sell
98,742
-35,508
-26% -$12.8M 0.49% 56
2022
Q4 		$44.5M Sell
134,250
-9,659
-7% -$3.01M 0.65% 34
2022
Q3 		$37.8M Buy
143,909
+4,093
+3% +$1.11M 0.58% 46
2022
Q2 		$39.2M Buy
139,816
+11,449
+9% +$3.24M 0.55% 46
2022
Q1 		$38.7M Buy
128,367
+59,164
+85% +$17M 0.46% 63
2021
Q4 		$19M Buy
69,203
+3,042
+5% +$822K 0.21% 148
2021
Q3 		$16.6M Buy
66,161
+36,640
+124% +$9.4M 0.19% 157
2021
Q2 		$7.43M Buy
29,521
+22,950
+349% +$5.97M 0.08% 235
2021
Q1 		$1.63M Buy
+6,571
New +$1.56M 0.02% 414

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Jupiter Asset Management's EG Position: Q1 2024 in Review

Jupiter Asset Management sold out of Everest Group (EG) in Q1 2024, closing a stake of 186,854 shares — an estimated $66.1M sold.

Jupiter Asset Management first reported a position in EG in Q1 2021 and held it in 12 quarters. The position peaked at $70M in Q3 2023. 641 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Jupiter Asset Management reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 186,854 Everest Group shares in Q1 2024, an estimated $66.1M.
  • Jupiter Asset Management first reported a position in Everest Group in Q1 2021 and held it in 12 quarters.
  • Jupiter Asset Management's Everest Group position peaked at $70M in Q3 2023.
  • 641 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Jupiter Asset Management's 13F filing for Q1 2024, filed 10 May 2024.