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Ontario Teachers' Pension Plan Board’s Everest Group EG Stock Holding History

Ontario Teachers' Pension Plan Board’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
Q1 		– Sell
-2,407
Closed -$851K – 500
2023
Q4 		$851K Sell
2,407
-701
-23% -$271K 0.01% 389
2023
Q3 		$1.16M Sell
3,108
-2,419
-44% -$878K 0.01% 335
2023
Q2 		$1.89M Buy
5,527
+3,816
+223% +$1.38M 0.02% 224
2023
Q1 		$613K Sell
1,711
-1,192
-41% -$428K 0.01% 413
2022
Q4 		$962K Sell
2,903
-255
-8% -$79.4K 0.01% 339
2022
Q3 		$829K Buy
3,158
+1,132
+56% +$306K 0.01% 350
2022
Q2 		$568K Sell
2,026
-1,424
-41% -$403K 0.01% 325
2022
Q1 		$1.04M Sell
3,450
-647
-16% -$186K 0.01% 195
2021
Q4 		$1.12M Buy
4,097
+2,499
+156% +$675K 0.01% 217
2021
Q3 		$401K Buy
1,598
+177
+12% +$45.4K ﹤0.01% 369
2021
Q2 		$358K Sell
1,421
-5,489
-79% -$1.43M ﹤0.01% 346
2021
Q1 		$1.71M Sell
6,910
-1,969
-22% -$469K 0.02% 70
2020
Q4 		$2.08M Buy
+8,879
New +$1.96M 0.02% 73
2018
Q4 		– Sell
-32,000
Closed -$7.31M – 555
2018
Q3 		$7.31M Hold
32,000
– – 0.1% 139
2018
Q2 		$7.38M Buy
+32,000
New +$7.51M 0.1% 149
2013
Q4 		– Sell
-31,492
Closed -$4.58M – 718
2013
Q3 		$4.58M Hold
31,492
– – 0.03% 293
2013
Q2 		$4.04M Buy
+31,492
New +$4.07M 0.03% 308

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's EG Position: Q1 2024 in Review

Ontario Teachers' Pension Plan Board sold out of Everest Group (EG) in Q1 2024, closing a stake of 2,407 shares — an estimated $851K sold.

Ontario Teachers' Pension Plan Board first reported a position in EG in Q2 2013 and held it in 17 quarters. The position peaked at $7.38M in Q2 2018. 641 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Ontario Teachers' Pension Plan Board reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
  • Ontario Teachers' Pension Plan Board sold 2,407 Everest Group shares in Q1 2024, an estimated $851K.
  • Ontario Teachers' Pension Plan Board first reported a position in Everest Group in Q2 2013 and held it in 17 quarters.
  • Ontario Teachers' Pension Plan Board's Everest Group position peaked at $7.38M in Q2 2018.
  • 641 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q1 2024, filed 10 May 2024.