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Mitsubishi UFJ Morgan Stanley Securities’s Everest Group EG Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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
Q1 		– Sell
-60
Closed -$20K – 75
2022
Q4 		$20K Sell
60
-60
-50% -$18.7K 0.18% 75
2022
Q3 		$31K Hold
120
– – 0.42% 44
2022
Q2 		$34K Hold
120
– – 0.05% 41
2022
Q1 		$36K Buy
120
+100
+500% +$28.7K 0.03% 45
2021
Q4 		$5K Sell
20
-20
-50% -$5.41K ﹤0.01% 145
2021
Q3 		$10K Buy
+40
New +$10.3K 0.01% 93

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's EG Position: Q1 2023 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of Everest Group (EG) in Q1 2023, closing a stake of 60 shares — an estimated $20K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in EG in Q3 2021 and held it in 6 quarters. The position peaked at $36K in Q1 2022. 581 funds tracked by Wall St. Rank hold EG as of Q1 2023.

  • Mitsubishi UFJ Morgan Stanley Securities reported no remaining Everest Group position as of Q1 2023 after selling out during the quarter.
  • Mitsubishi UFJ Morgan Stanley Securities sold 60 Everest Group shares in Q1 2023, an estimated $20K.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in Everest Group in Q3 2021 and held it in 6 quarters.
  • Mitsubishi UFJ Morgan Stanley Securities's Everest Group position peaked at $36K in Q1 2022.
  • 581 funds tracked by Wall St. Rank held Everest Group as of Q1 2023.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q1 2023, filed 2 May 2023.