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LGT Financial Advisors’s Everest Group EG Stock Holding History

LGT Financial 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
2024
Q3 		– Sell
-13
Closed -$4.95K – 722
2024
Q2 		$4.95K Hold
13
– – 0.01% 594
2024
Q1 		$5.17K Hold
13
– – 0.01% 622
2023
Q4 		$4.6K Hold
13
– – 0.01% 647
2023
Q3 		$4.83K Buy
+13
New +$4.72K 0.01% 628

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

LGT Financial Advisors's EG Position: Q3 2024 in Review

LGT Financial Advisors sold out of Everest Group (EG) in Q3 2024, closing a stake of 13 shares — an estimated $4.95K sold.

LGT Financial Advisors first reported a position in EG in Q3 2023 and held it in 4 quarters. The position peaked at $5.17K in Q1 2024. 674 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • LGT Financial Advisors reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 13 Everest Group shares in Q3 2024, an estimated $4.95K.
  • LGT Financial Advisors first reported a position in Everest Group in Q3 2023 and held it in 4 quarters.
  • LGT Financial Advisors's Everest Group position peaked at $5.17K in Q1 2024.
  • 674 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.