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OTPPB
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
0.11%
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
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$535B AUM
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1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
CIP
Champlain Investment Partners
Burlington, Vermont
$7.88B AUM
6.82%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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