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Legacy Capital Group California’s Everest Group EG Stock Holding History

Legacy Capital Group California’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
Q3 		– Sell
-796
Closed -$272K – 276
2023
Q2 		$272K Buy
796
+129
+19% +$46.6K 0.11% 215
2023
Q1 		$239K Buy
+667
New +$240K 0.12% 215

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy Capital Group California's EG Position: Q3 2023 in Review

Legacy Capital Group California sold out of Everest Group (EG) in Q3 2023, closing a stake of 796 shares — an estimated $272K sold.

Legacy Capital Group California first reported a position in EG in Q1 2023 and held it in 2 quarters. The position peaked at $272K in Q2 2023. 588 funds tracked by Wall St. Rank hold EG as of Q3 2023.

  • Legacy Capital Group California reported no remaining Everest Group position as of Q3 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 796 Everest Group shares in Q3 2023, an estimated $272K.
  • Legacy Capital Group California first reported a position in Everest Group in Q1 2023 and held it in 2 quarters.
  • Legacy Capital Group California's Everest Group position peaked at $272K in Q2 2023.
  • 588 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.

Based on Legacy Capital Group California's 13F filing for Q3 2023, filed 6 Nov 2023.