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KCM Investment Advisors’s Everest Group EG Stock Holding History

KCM Investment Advisors’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
-1,016
Closed -$364K – 387
2023
Q1 		$364K Hold
1,016
– – 0.01% 309
2022
Q4 		$337K Hold
1,016
– – 0.01% 315
2022
Q3 		$267K Hold
1,016
– – 0.01% 328
2022
Q2 		$285K Hold
1,016
– – 0.01% 338
2022
Q1 		$306K Hold
1,016
– – 0.01% 350
2021
Q4 		$278K Buy
+1,016
New +$275K 0.01% 353

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

KCM Investment Advisors's EG Position: Q2 2023 in Review

KCM Investment Advisors sold out of Everest Group (EG) in Q2 2023, closing a stake of 1,016 shares — an estimated $364K sold.

KCM Investment Advisors first reported a position in EG in Q4 2021 and held it in 6 quarters. The position peaked at $364K in Q1 2023. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

  • KCM Investment Advisors reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
  • KCM Investment Advisors sold 1,016 Everest Group shares in Q2 2023, an estimated $364K.
  • KCM Investment Advisors first reported a position in Everest Group in Q4 2021 and held it in 6 quarters.
  • KCM Investment Advisors's Everest Group position peaked at $364K in Q1 2023.
  • 581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on KCM Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.