Loomis, Sayles & Company
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Loomis, Sayles & Company’s Everest Group EG Stock Holding History

Loomis, Sayles & Company’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
Q4 		– Sell
-127
Closed -$50K – 743
2024
Q3 		$50K Sell
127
-88
-41% -$33.5K ﹤0.01% 634
2024
Q2 		$82K Buy
215
+2
+0.9% +$756 ﹤0.01% 568
2024
Q1 		$85K Sell
213
-144
-40% -$54K ﹤0.01% 558
2023
Q4 		$126K Buy
357
+239
+203% +$92.6K ﹤0.01% 520
2023
Q3 		$44K Buy
118
+7
+6% +$2.54K ﹤0.01% 624
2023
Q2 		$38K Buy
111
+6
+6% +$2.17K ﹤0.01% 657
2023
Q1 		$38K Buy
105
+39
+59% +$14K ﹤0.01% 658
2022
Q4 		$22K Sell
66
-6
-8% -$1.87K ﹤0.01% 717
2022
Q3 		$19K Buy
72
+66
+1,100% +$17.9K ﹤0.01% 611
2022
Q2 		$2K Buy
+6
New +$1.7K ﹤0.01% 827
2017
Q3 		– Sell
-157
Closed -$40K – 934
2017
Q2 		$40K Sell
157
-3,254
-95% -$803K ﹤0.01% 633
2017
Q1 		$798K Hold
3,411
– – ﹤0.01% 586
2016
Q4 		$738K Buy
3,411
+3,374
+9,119% +$695K ﹤0.01% 617
2016
Q3 		$7K Hold
37
– – ﹤0.01% 822
2016
Q2 		$7K Sell
37
-61
-62% -$11.2K ﹤0.01% 795
2016
Q1 		$19K Hold
98
– – ﹤0.01% 732
2015
Q4 		$18K Sell
98
-59
-38% -$10.7K ﹤0.01% 800
2015
Q3 		$27K Hold
157
– – ﹤0.01% 826
2015
Q2 		$29K Buy
+157
New +$28.6K ﹤0.01% 740

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Loomis, Sayles & Company's EG Position: Q4 2024 in Review

Loomis, Sayles & Company sold out of Everest Group (EG) in Q4 2024, closing a stake of 127 shares — an estimated $50K sold.

Loomis, Sayles & Company first reported a position in EG in Q2 2015 and held it in 19 quarters. The position peaked at $798K in Q1 2017. 693 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • Loomis, Sayles & Company reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 127 Everest Group shares in Q4 2024, an estimated $50K.
  • Loomis, Sayles & Company first reported a position in Everest Group in Q2 2015 and held it in 19 quarters.
  • Loomis, Sayles & Company's Everest Group position peaked at $798K in Q1 2017.
  • 693 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on Loomis, Sayles & Company's 13F filing for Q4 2024, filed 12 Feb 2025.