JAM
EG icon

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 $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