Next Financial Group’s Everest Group EG Stock Holding History

Next Financial 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
2021 Q4	$3K	Buy	14 +5	+56%	+$1.35K	﹤0.01%	2522
2021 Q3	$2K	Buy	+9	New	+$2.31K	﹤0.01%	2462
2020 Q2	–	Sell	-61	Closed	-$12K	–	925
2020 Q1	$12K	Buy	+61	New	+$15.6K	﹤0.01%	1458
2017 Q4	–	Sell	-75	Closed	-$18K	–	548
2017 Q3	$18K	Hold	75	–	–	0.01%	1007
2017 Q2	$19K	Hold	75	–	–	﹤0.01%	1101
2017 Q1	$19K	Hold	75	–	–	0.01%	1070
2016 Q4	$16K	Hold	75	–	–	﹤0.01%	1457
2016 Q3	$14K	Hold	75	–	–	﹤0.01%	1508
2016 Q2	$13K	Buy	75 +25	+50%	+$4.59K	﹤0.01%	1114
2016 Q1	$9K	Hold	50	–	–	﹤0.01%	1192
2015 Q4	$9K	Hold	50	–	–	﹤0.01%	1200
2015 Q3	$8K	Buy	+50	New	+$9.05K	﹤0.01%	1277

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Next Financial Group's EG Position: Q4 2021 in Review

Next Financial Group increased its Everest Group (EG) stake by 56% in Q4 2021, buying an estimated $1.35K and bringing the position to 14 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

Next Financial Group first reported a position in EG in Q3 2015 and has held it in 12 quarters since. The position peaked at $19K in Q2 2017. 478 funds tracked by Wall St. Rank hold EG as of Q4 2021.

Next Financial Group held 14 shares of Everest Group worth $3K as of Q4 2021.
Next Financial Group bought 5 Everest Group shares in Q4 2021, an estimated $1.35K.
Everest Group made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2522 holding.
Next Financial Group first reported a position in Everest Group in Q3 2015 and has held it in 12 quarters since.
Next Financial Group's Everest Group position peaked at $19K in Q2 2017.
478 funds tracked by Wall St. Rank held Everest Group as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.