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Patriot Financial Group Insurance Agency’s Everest Group EG Stock Holding History

Patriot Financial Group Insurance Agency’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
2021
Q3 		– Sell
-2
Closed -$1K – 2166
2021
Q2 		$1K Hold
2
– – ﹤0.01% 1971
2021
Q1 		$0 Hold
2
– – ﹤0.01% 1997
2020
Q4 		$0 Hold
2
– – ﹤0.01% 1877
2020
Q3 		$0 Hold
2
– – ﹤0.01% 1711
2020
Q2 		$0 Hold
2
– – ﹤0.01% 1690
2020
Q1 		$0 Hold
2
– – ﹤0.01% 1601
2019
Q4 		$1K Hold
2
– – ﹤0.01% 1189
2019
Q3 		$1K Hold
2
– – ﹤0.01% 1169
2019
Q2 		$1K Sell
2
-4
-67% -$960 ﹤0.01% 1224
2019
Q1 		$1K Buy
+6
New +$1.31K ﹤0.01% 1100

Other funds holding EG

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $315B AUM 27.84% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EG Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of Everest Group (EG) in Q3 2021, closing a stake of 2 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in EG in Q1 2019 and held it in 10 quarters. The position peaked at $1K in Q2 2021. 465 funds tracked by Wall St. Rank hold EG as of Q3 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Everest Group position as of Q3 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2 Everest Group shares in Q3 2021, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Everest Group in Q1 2019 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's Everest Group position peaked at $1K in Q2 2021.
  • 465 funds tracked by Wall St. Rank held Everest Group as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.