KIG
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Kowal Investment Group’s Everest Group EG Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-34
Closed -$9K – 353
2021
Q3 		$9K Buy
+34
New +$8.72K ﹤0.01% 521

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Kowal Investment Group's EG Position: Q4 2021 in Review

Kowal Investment Group sold out of Everest Group (EG) in Q4 2021, closing a stake of 34 shares — an estimated $9K sold.

Kowal Investment Group first reported a position in EG in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 478 funds tracked by Wall St. Rank hold EG as of Q4 2021.

  • Kowal Investment Group reported no remaining Everest Group position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 34 Everest Group shares in Q4 2021, an estimated $9K.
  • Kowal Investment Group first reported a position in Everest Group in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Everest Group position peaked at $9K in Q3 2021.
  • 478 funds tracked by Wall St. Rank held Everest Group as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.