Pinnacle Bancorp’s Everest Group EG Stock Holding History

Pinnacle Bancorp’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	-23	Closed	-$8.55K	–	809
2023 Q3	$8.55K	Hold	23	–	–	﹤0.01%	635
2023 Q2	$7.86K	Hold	23	–	–	﹤0.01%	632
2023 Q1	$8.23K	Hold	23	–	–	﹤0.01%	640
2022 Q4	$8K	Hold	23	–	–	﹤0.01%	600
2022 Q3	$6K	Hold	23	–	–	﹤0.01%	611
2022 Q2	$6K	Hold	23	–	–	﹤0.01%	631
2022 Q1	$7K	Hold	23	–	–	﹤0.01%	633
2021 Q4	$6K	Hold	23	–	–	﹤0.01%	653
2021 Q3	$6K	Hold	23	–	–	﹤0.01%	654
2021 Q2	$6K	Hold	23	–	–	﹤0.01%	650
2021 Q1	$6K	Hold	23	–	–	﹤0.01%	650
2020 Q4	$5K	Hold	23	–	–	﹤0.01%	607
2020 Q3	$5K	Buy	+23	New	+$4.92K	﹤0.01%	592
2019 Q4	–	Sell	-12	Closed	-$3K	–	654
2019 Q3	$3K	Buy	+12	New	+$3.03K	﹤0.01%	664

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 $3.37T AUM 44.26% 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

Pinnacle Bancorp's EG Position: Q4 2023 in Review

Pinnacle Bancorp sold out of Everest Group (EG) in Q4 2023, closing a stake of 23 shares — an estimated $8.55K sold.

Pinnacle Bancorp first reported a position in EG in Q3 2019 and held it in 14 quarters. The position peaked at $8.55K in Q3 2023. 668 funds tracked by Wall St. Rank hold EG as of Q4 2023.

Pinnacle Bancorp reported no remaining Everest Group position as of Q4 2023 after selling out during the quarter.
Pinnacle Bancorp sold 23 Everest Group shares in Q4 2023, an estimated $8.55K.
Pinnacle Bancorp first reported a position in Everest Group in Q3 2019 and held it in 14 quarters.
Pinnacle Bancorp's Everest Group position peaked at $8.55K in Q3 2023.
668 funds tracked by Wall St. Rank held Everest Group as of Q4 2023.

Based on Pinnacle Bancorp's 13F filing for Q4 2023, filed 25 Jan 2024.