Newbridge Financial Services Group’s Everest Group EG Stock Holding History

Newbridge Financial Services Group’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 Q1	–	Sell	-3	Closed	-$1.06K	–	1209
2023 Q4	$1.06K	Hold	3	–	–	﹤0.01%	1014
2023 Q3	$1.11K	Hold	3	–	–	﹤0.01%	1146
2023 Q2	$1.03K	Sell	3 -6	-67%	-$2.17K	﹤0.01%	1215
2023 Q1	$3.26K	Hold	9	–	–	﹤0.01%	1134
2022 Q4	$3K	Hold	9	–	–	﹤0.01%	1153
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	1189
2022 Q2	$3K	Hold	9	–	–	﹤0.01%	1101
2022 Q1	$3K	Hold	9	–	–	﹤0.01%	1194
2021 Q4	$2K	Buy	9 +3	+50%	+$811	﹤0.01%	1231
2021 Q3	$2K	Hold	6	–	–	﹤0.01%	1173
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	1271
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	1258
2020 Q4	$1K	Buy	+6	New	+$1.32K	﹤0.01%	1021

Other funds holding EG

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

CIP

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Newbridge Financial Services Group's EG Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of Everest Group (EG) in Q1 2024, closing a stake of 3 shares — an estimated $1.06K sold.

Newbridge Financial Services Group first reported a position in EG in Q4 2020 and held it in 13 quarters. The position peaked at $3.26K in Q1 2023. 641 funds tracked by Wall St. Rank hold EG as of Q1 2024.

Newbridge Financial Services Group reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 3 Everest Group shares in Q1 2024, an estimated $1.06K.
Newbridge Financial Services Group first reported a position in Everest Group in Q4 2020 and held it in 13 quarters.
Newbridge Financial Services Group's Everest Group position peaked at $3.26K in Q1 2023.
641 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.