Peapack-Gladstone Financial Corp’s Everest Group EG Stock Holding History

Peapack-Gladstone Financial Corp’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 Q4	–	Sell	-2,619	Closed	-$973K	–	703
2023 Q3	$973K	Hold	2,619	–	–	0.02%	390
2023 Q2	$895K	Sell	2,619 -1,056	-29%	-$381K	0.02%	407
2023 Q1	$1.32M	Buy	3,675 +306	+9%	+$110K	0.03%	345
2022 Q4	$1.12M	Sell	3,369 -1,664	-33%	-$518K	0.02%	355
2022 Q3	$1.32M	Sell	5,033 -14	-0.3%	-$3.79K	0.03%	335
2022 Q2	$1.42M	Buy	5,047 +3,760	+292%	+$1.06M	0.03%	312
2022 Q1	$388K	Buy	+1,287	New	+$370K	0.01%	512
2021 Q3	–	Sell	-814	Closed	-$205K	–	681
2021 Q2	$205K	Sell	814 -29	-3%	-$7.55K	﹤0.01%	589
2021 Q1	$209K	Buy	+843	New	+$201K	0.01%	559

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Peapack-Gladstone Financial Corp's EG Position: Q4 2023 in Review

Peapack-Gladstone Financial Corp sold out of Everest Group (EG) in Q4 2023, closing a stake of 2,619 shares — an estimated $973K sold.

Peapack-Gladstone Financial Corp first reported a position in EG in Q1 2021 and held it in 9 quarters. The position peaked at $1.42M in Q2 2022. 668 funds tracked by Wall St. Rank hold EG as of Q4 2023.

Peapack-Gladstone Financial Corp reported no remaining Everest Group position as of Q4 2023 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 2,619 Everest Group shares in Q4 2023, an estimated $973K.
Peapack-Gladstone Financial Corp first reported a position in Everest Group in Q1 2021 and held it in 9 quarters.
Peapack-Gladstone Financial Corp's Everest Group position peaked at $1.42M in Q2 2022.
668 funds tracked by Wall St. Rank held Everest Group as of Q4 2023.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q4 2023, filed 13 Feb 2024.