MGO One Seven’s Everest Group EG Stock Holding History

MGO One Seven’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	-1,004	Closed	-$383K	–	1003
2024 Q2	$383K	Buy	1,004 +50	+5%	+$18.9K	0.02%	664
2024 Q1	$379K	Buy	954 +24	+3%	+$9K	0.02%	638
2023 Q4	$329K	Buy	+930	New	+$360K	0.02%	677

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

CIP

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MGO One Seven's EG Position: Q3 2024 in Review

MGO One Seven sold out of Everest Group (EG) in Q3 2024, closing a stake of 1,004 shares — an estimated $383K sold.

MGO One Seven first reported a position in EG in Q4 2023 and held it in 3 quarters. The position peaked at $383K in Q2 2024. 674 funds tracked by Wall St. Rank hold EG as of Q3 2024.

MGO One Seven reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
MGO One Seven sold 1,004 Everest Group shares in Q3 2024, an estimated $383K.
MGO One Seven first reported a position in Everest Group in Q4 2023 and held it in 3 quarters.
MGO One Seven's Everest Group position peaked at $383K in Q2 2024.
674 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on MGO One Seven's 13F filing for Q3 2024, filed 15 Oct 2024.