One Wealth Advisors’s Everest Group EG Stock Holding History

One Wealth Advisors’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
2023 Q1	–	Sell	-142	Closed	-$47K	–	315
2022 Q4	$47K	Buy	+142	New	+$44.2K	0.01%	427
2019 Q2	–	Sell	-20	Closed	-$4K	–	219
2019 Q1	$4K	Buy	+20	New	+$4.35K	﹤0.01%	383
2018 Q4	–	Sell	-20	Closed	-$5K	–	210
2018 Q3	$5K	Buy	20 +3	+18%	+$671	﹤0.01%	389
2018 Q2	$4K	Hold	17	–	–	﹤0.01%	420
2018 Q1	$4K	Buy	17 +11	+183%	+$2.64K	﹤0.01%	391
2017 Q4	$1K	Buy	+6	New	+$1.35K	﹤0.01%	536

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

One Wealth Advisors's EG Position: Q1 2023 in Review

One Wealth Advisors sold out of Everest Group (EG) in Q1 2023, closing a stake of 142 shares — an estimated $47K sold.

One Wealth Advisors first reported a position in EG in Q4 2017 and held it in 6 quarters. The position peaked at $47K in Q4 2022. 581 funds tracked by Wall St. Rank hold EG as of Q1 2023.

One Wealth Advisors reported no remaining Everest Group position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 142 Everest Group shares in Q1 2023, an estimated $47K.
One Wealth Advisors first reported a position in Everest Group in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Everest Group position peaked at $47K in Q4 2022.
581 funds tracked by Wall St. Rank held Everest Group as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.