Lombard Odier Asset Management (Switzerland)’s Everest Group EG Stock Holding History

Lombard Odier Asset Management (Switzerland)’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	-1,390	Closed	-$498K	–	217
2023 Q1	$498K	Buy	1,390 +427	+44%	+$153K	0.04%	273
2022 Q4	$319K	Buy	+963	New	+$300K	0.03%	316
2022 Q1	–	Sell	-1,050	Closed	-$288K	–	234
2021 Q4	$288K	Buy	+1,050	New	+$284K	0.02%	316
2021 Q3	–	Sell	-847	Closed	-$213K	–	301
2021 Q2	$213K	Sell	847 -406	-32%	-$106K	0.01%	484
2021 Q1	$311K	Buy	+1,253	New	+$298K	0.02%	316
2017 Q4	–	Sell	-9,131	Closed	-$2.08M	–	357
2017 Q3	$2.08M	Buy	+9,131	New	+$2.3M	0.2%	103

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s EG Position: Q2 2023 in Review

Lombard Odier Asset Management (Switzerland) sold out of Everest Group (EG) in Q2 2023, closing a stake of 1,390 shares — an estimated $498K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in EG in Q3 2017 and held it in 6 quarters. The position peaked at $2.08M in Q3 2017. 582 funds tracked by Wall St. Rank hold EG as of Q2 2023.

Lombard Odier Asset Management (Switzerland) reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 1,390 Everest Group shares in Q2 2023, an estimated $498K.
Lombard Odier Asset Management (Switzerland) first reported a position in Everest Group in Q3 2017 and held it in 6 quarters.
Lombard Odier Asset Management (Switzerland)'s Everest Group position peaked at $2.08M in Q3 2017.
582 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 14 Aug 2023.