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Lake Street Private Wealth’s Everest Group EG Stock Holding History

Lake Street Private Wealth’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
Q3 		– Sell
-734
Closed -$280K – 279
2024
Q2 		$280K Sell
734
-2,992
-80% -$1.13M 0.04% 272
2024
Q1 		$1.48M Sell
3,726
-249
-6% -$93.4K 0.2% 120
2023
Q4 		$1.41M Buy
+3,975
New +$1.54M 0.22% 106

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Lake Street Private Wealth's EG Position: Q3 2024 in Review

Lake Street Private Wealth sold out of Everest Group (EG) in Q3 2024, closing a stake of 734 shares — an estimated $280K sold.

Lake Street Private Wealth first reported a position in EG in Q4 2023 and held it in 3 quarters. The position peaked at $1.48M in Q1 2024. 674 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • Lake Street Private Wealth reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 734 Everest Group shares in Q3 2024, an estimated $280K.
  • Lake Street Private Wealth first reported a position in Everest Group in Q4 2023 and held it in 3 quarters.
  • Lake Street Private Wealth's Everest Group position peaked at $1.48M in Q1 2024.
  • 674 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.