NAG
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return