MWM
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Moran Wealth Management’s Everest Group EG Stock Holding History

Moran Wealth Management’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
-30,353
Closed -$11.6M – 414
2024
Q2 		$11.6M Sell
30,353
-16,237
-35% -$6.14M 0.38% 84
2024
Q1 		$18.5M Sell
46,590
-404
-0.9% -$151K 0.6% 50
2023
Q4 		$16.6M Buy
46,994
+39,046
+491% +$15.1M 0.59% 50
2023
Q3 		$2.95M Buy
+7,948
New +$2.88M 0.11% 190

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Moran Wealth Management's EG Position: Q3 2024 in Review

Moran Wealth Management sold out of Everest Group (EG) in Q3 2024, closing a stake of 30,353 shares — an estimated $11.6M sold.

Moran Wealth Management first reported a position in EG in Q3 2023 and held it in 4 quarters. The position peaked at $18.5M in Q1 2024. 674 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • Moran Wealth Management reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
  • Moran Wealth Management sold 30,353 Everest Group shares in Q3 2024, an estimated $11.6M.
  • Moran Wealth Management first reported a position in Everest Group in Q3 2023 and held it in 4 quarters.
  • Moran Wealth Management's Everest Group position peaked at $18.5M in Q1 2024.
  • 674 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on Moran Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.