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Northwest Investment Counselors’s Everest Group EG Stock Holding History

Northwest Investment Counselors’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
Q2 		– Sell
-22
Closed -$7K – 566
2022
Q1 		$7K Buy
+22
New +$6.32K ﹤0.01% 430

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest Investment Counselors's EG Position: Q2 2022 in Review

Northwest Investment Counselors sold out of Everest Group (EG) in Q2 2022, closing a stake of 22 shares — an estimated $7K sold.

Northwest Investment Counselors first reported a position in EG in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 531 funds tracked by Wall St. Rank hold EG as of Q2 2022.

  • Northwest Investment Counselors reported no remaining Everest Group position as of Q2 2022 after selling out during the quarter.
  • Northwest Investment Counselors sold 22 Everest Group shares in Q2 2022, an estimated $7K.
  • Northwest Investment Counselors first reported a position in Everest Group in Q1 2022 and held it in 1 quarter.
  • Northwest Investment Counselors's Everest Group position peaked at $7K in Q1 2022.
  • 531 funds tracked by Wall St. Rank held Everest Group as of Q2 2022.

Based on Northwest Investment Counselors's 13F filing for Q2 2022, filed 26 Jul 2022.