Mach-1 Financial Group’s Everest Group EG Stock Holding History

Mach-1 Financial Group’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
2022 Q2	–	Sell	-59	Closed	-$17K	–	408
2022 Q1	$17K	Buy	59 +49	+490%	+$14.1K	0.01%	96
2021 Q4	$2K	Buy	+10	New	+$2.7K	﹤0.01%	198
2021 Q3	–	Sell	-193	Closed	-$48K	–	49
2021 Q2	$48K	Buy	193 +51	+36%	+$13.3K	0.03%	41
2021 Q1	$35K	Sell	142 -40	-22%	-$9.53K	0.03%	47
2020 Q4	$42K	Buy	+182	New	+$40.2K	0.05%	72

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mach-1 Financial Group's EG Position: Q2 2022 in Review

Mach-1 Financial Group sold out of Everest Group (EG) in Q2 2022, closing a stake of 59 shares — an estimated $17K sold.

Mach-1 Financial Group first reported a position in EG in Q4 2020 and held it in 5 quarters. The position peaked at $48K in Q2 2021. 530 funds tracked by Wall St. Rank hold EG as of Q2 2022.

Mach-1 Financial Group reported no remaining Everest Group position as of Q2 2022 after selling out during the quarter.
Mach-1 Financial Group sold 59 Everest Group shares in Q2 2022, an estimated $17K.
Mach-1 Financial Group first reported a position in Everest Group in Q4 2020 and held it in 5 quarters.
Mach-1 Financial Group's Everest Group position peaked at $48K in Q2 2021.
530 funds tracked by Wall St. Rank held Everest Group as of Q2 2022.

Based on Mach-1 Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.