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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 – 220
2019
Q1 		$4K Buy
+20
New +$4.35K ﹤0.01% 383
2018
Q4 		– Sell
-20
Closed -$5K – 211
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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