MBFW
EG icon

Morton Brown Family Wealth’s Everest Group EG Stock Holding History

Morton Brown Family Wealth’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
Q3 		– Sell
-5
Closed -$1K – 246
2022
Q2 		$1K Buy
+5
New +$1.41K ﹤0.01% 226

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morton Brown Family Wealth's EG Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of Everest Group (EG) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in EG in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 511 funds tracked by Wall St. Rank hold EG as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining Everest Group position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 5 Everest Group shares in Q3 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Everest Group in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Everest Group position peaked at $1K in Q2 2022.
  • 511 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.