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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
Shares
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
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
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$535B AUM
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1-Year Est. Return
Norges Bank
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$935B AUM
Franklin Resources
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$408B AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
VVP
Vulcan Value Partners
Birmingham, Alabama
$3.77B AUM
9.63%
1-Year Est. Return
CIP
Champlain Investment Partners
Burlington, Vermont
$7.88B AUM
6.82%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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