Old Second National Bank of Aurora’s Everest Group EG Stock Holding History

Old Second National Bank of Aurora’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 Q4	–	Sell	-103	Closed	-$40.4K	–	511
2024 Q3	$40.4K	Hold	103	–	–	0.01%	221
2024 Q2	$39.2K	Buy	+103	New	+$38.9K	0.01%	216
2021 Q4	–	Sell	-5	Closed	-$1K	–	320
2021 Q3	$1K	Buy	+5	New	+$1.28K	﹤0.01%	388
2020 Q1	–	Sell	-230	Closed	-$64K	–	341
2019 Q4	$64K	Sell	230 -45	-16%	-$11.9K	0.02%	179
2019 Q3	$73K	Sell	275 -75	-21%	-$18.9K	0.02%	163
2019 Q2	$87K	Hold	350	–	–	0.03%	160
2019 Q1	$76K	Hold	350	–	–	0.03%	167
2018 Q4	$76K	Hold	350	–	–	0.03%	167
2018 Q3	$80K	Hold	350	–	–	0.03%	162
2018 Q2	$81K	Buy	+350	New	+$82.2K	0.03%	159

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

CIP

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Old Second National Bank of Aurora's EG Position: Q4 2024 in Review

Old Second National Bank of Aurora sold out of Everest Group (EG) in Q4 2024, closing a stake of 103 shares — an estimated $40.4K sold.

Old Second National Bank of Aurora first reported a position in EG in Q2 2018 and held it in 10 quarters. The position peaked at $87K in Q2 2019. 693 funds tracked by Wall St. Rank hold EG as of Q4 2024.

Old Second National Bank of Aurora reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
Old Second National Bank of Aurora sold 103 Everest Group shares in Q4 2024, an estimated $40.4K.
Old Second National Bank of Aurora first reported a position in Everest Group in Q2 2018 and held it in 10 quarters.
Old Second National Bank of Aurora's Everest Group position peaked at $87K in Q2 2019.
693 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on Old Second National Bank of Aurora's 13F filing for Q4 2024, filed 23 Jan 2025.