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KB Financial Partners’s Everest Group EG Stock Holding History

KB Financial Partners’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
Q2 		– Sell
-29
Closed -$10K – 616
2023
Q1 		$10K Sell
29
-23
-44% -$8.27K ﹤0.01% 384
2022
Q4 		$17K Sell
52
-33
-39% -$10.3K 0.01% 360
2022
Q3 		$22K Hold
85
– – 0.01% 327
2022
Q2 		$24K Buy
85
+23
+37% +$6.5K 0.01% 315
2022
Q1 		$19K Sell
62
-1
-2% -$287 0.01% 359
2021
Q4 		$17K Buy
+63
New +$17K ﹤0.01% 381
2021
Q3 		– Sell
-102
Closed -$26K – 286
2021
Q2 		$26K Sell
102
-13
-11% -$3.38K 0.01% 324
2021
Q1 		$28K Buy
+115
New +$27.4K 0.01% 323

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KB Financial Partners's EG Position: Q2 2023 in Review

KB Financial Partners sold out of Everest Group (EG) in Q2 2023, closing a stake of 29 shares — an estimated $10K sold.

KB Financial Partners first reported a position in EG in Q1 2021 and held it in 8 quarters. The position peaked at $28K in Q1 2021. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

  • KB Financial Partners reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
  • KB Financial Partners sold 29 Everest Group shares in Q2 2023, an estimated $10K.
  • KB Financial Partners first reported a position in Everest Group in Q1 2021 and held it in 8 quarters.
  • KB Financial Partners's Everest Group position peaked at $28K in Q1 2021.
  • 581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on KB Financial Partners's 13F filing for Q2 2023, filed 15 Aug 2023.