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Nicholas Investment Partners’s Everest Group EG Stock Holding History

Nicholas Investment Partners’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
-8,517
Closed -$3.01M – 209
2023
Q4 		$3.01M Sell
8,517
-243
-3% -$94.1K 0.35% 110
2023
Q3 		$3.26M Buy
8,760
+268
+3% +$97.3K 0.24% 96
2023
Q2 		$2.9M Buy
8,492
+246
+3% +$88.8K 0.2% 108
2023
Q1 		$2.95M Buy
8,246
+2,502
+44% +$899K 0.22% 106
2022
Q4 		$1.9M Buy
+5,744
New +$1.79M 0.17% 125

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
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
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Nicholas Investment Partners's EG Position: Q1 2024 in Review

Nicholas Investment Partners sold out of Everest Group (EG) in Q1 2024, closing a stake of 8,517 shares — an estimated $3.01M sold.

Nicholas Investment Partners first reported a position in EG in Q4 2022 and held it in 5 quarters. The position peaked at $3.26M in Q3 2023. 641 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Nicholas Investment Partners reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
  • Nicholas Investment Partners sold 8,517 Everest Group shares in Q1 2024, an estimated $3.01M.
  • Nicholas Investment Partners first reported a position in Everest Group in Q4 2022 and held it in 5 quarters.
  • Nicholas Investment Partners's Everest Group position peaked at $3.26M in Q3 2023.
  • 641 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Nicholas Investment Partners's 13F filing for Q1 2024, filed 14 May 2024.