Mutual Advisors’s Everest Group EG Stock Holding History

Mutual Advisors’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	-937	Closed	-$263K	–	888
2022 Q2	$263K	Buy	+937	New	+$265K	0.02%	713
2019 Q2	–	Sell	-962	Closed	-$208K	–	573
2019 Q1	$208K	Buy	+962	New	+$209K	0.03%	443

Other funds holding EG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mutual Advisors's EG Position: Q3 2022 in Review

Mutual Advisors sold out of Everest Group (EG) in Q3 2022, closing a stake of 937 shares — an estimated $263K sold.

Mutual Advisors first reported a position in EG in Q1 2019 and held it in 2 quarters. The position peaked at $263K in Q2 2022. 511 funds tracked by Wall St. Rank hold EG as of Q3 2022.

Mutual Advisors reported no remaining Everest Group position as of Q3 2022 after selling out during the quarter.
Mutual Advisors sold 937 Everest Group shares in Q3 2022, an estimated $263K.
Mutual Advisors first reported a position in Everest Group in Q1 2019 and held it in 2 quarters.
Mutual Advisors's Everest Group position peaked at $263K in Q2 2022.
511 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on Mutual Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.