Northstar Advisory Group’s Everest Group EG Stock Holding History

Northstar Advisory 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
2022 Q4	–	Sell	-1,094	Closed	-$287K	–	95
2022 Q3	$287K	Hold	1,094	–	–	0.26%	64
2022 Q2	$307K	Buy	+1,094	New	+$309K	0.23%	58
2022 Q1	–	Sell	-1,512	Closed	-$414K	–	108
2021 Q4	$414K	Buy	+1,512	New	+$409K	0.25%	71
2021 Q3	–	Sell	-1,512	Closed	-$381K	–	66
2021 Q2	$381K	Hold	1,512	–	–	0.24%	76
2021 Q1	$375K	Hold	1,512	–	–	0.29%	63
2020 Q4	$354K	Buy	+1,512	New	+$334K	0.3%	66

Other funds holding EG

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

CIP

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Northstar Advisory Group's EG Position: Q4 2022 in Review

Northstar Advisory Group sold out of Everest Group (EG) in Q4 2022, closing a stake of 1,094 shares — an estimated $287K sold.

Northstar Advisory Group first reported a position in EG in Q4 2020 and held it in 6 quarters. The position peaked at $414K in Q4 2021. 557 funds tracked by Wall St. Rank hold EG as of Q4 2022.

Northstar Advisory Group reported no remaining Everest Group position as of Q4 2022 after selling out during the quarter.
Northstar Advisory Group sold 1,094 Everest Group shares in Q4 2022, an estimated $287K.
Northstar Advisory Group first reported a position in Everest Group in Q4 2020 and held it in 6 quarters.
Northstar Advisory Group's Everest Group position peaked at $414K in Q4 2021.
557 funds tracked by Wall St. Rank held Everest Group as of Q4 2022.

Based on Northstar Advisory Group's 13F filing for Q4 2022, filed 24 Jan 2023.