Pictet Asset Management (Switzerland)’s Everest Group EG Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$7.19M	Buy	21,031 +3,046	+17%	+$1.1M	0.01%	696
2023 Q1	$6.44M	Buy	17,985 +754	+4%	+$271K	0.01%	725
2022 Q4	$5.71M	Buy	17,231 +84	+0.5%	+$26.2K	0.01%	717
2022 Q3	$4.5M	Buy	17,147 +1	+0%	+$271	0.01%	756
2022 Q2	$4.81M	Sell	17,146 -1,665	-9%	-$471K	0.01%	763
2022 Q1	$5.67M	Buy	18,811 +452	+2%	+$130K	0.01%	793
2021 Q4	$5.03M	Sell	18,359 -1,972	-10%	-$533K	0.01%	830
2021 Q3	$5.1M	Buy	+20,331	New	+$5.21M	0.01%	837

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s EG Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Everest Group (EG) stake by 17% in Q2 2023, buying an estimated $1.1M and bringing the position to 21,031 shares worth $7.19M. The position accounts for 0.01% of the portfolio, ranked #696.

Pictet Asset Management (Switzerland) first reported a position in EG in Q3 2021 and has held it in 8 quarters since. 582 funds tracked by Wall St. Rank hold EG as of Q2 2023.

Pictet Asset Management (Switzerland) held 21,031 shares of Everest Group worth $7.19M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 3,046 Everest Group shares in Q2 2023, an estimated $1.1M.
Everest Group made up 0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #696 holding.
Pictet Asset Management (Switzerland) first reported a position in Everest Group in Q3 2021 and has held it in 8 quarters since.
582 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.