Plante Moran Financial Advisors’s Everest Group EG Stock Holding History

Plante Moran Financial Advisors’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	-1	Closed	-$354	–	869
2023 Q4	$354	Buy	+1	New	+$387	﹤0.01%	783
2022 Q4	–	Sell	-15	Closed	-$4K	–	891
2022 Q3	$4K	Hold	15	–	–	﹤0.01%	724
2022 Q2	$4K	Hold	15	–	–	﹤0.01%	733
2022 Q1	$5K	Hold	15	–	–	﹤0.01%	676
2021 Q4	$4K	Hold	15	–	–	﹤0.01%	846
2021 Q3	$4K	Hold	15	–	–	﹤0.01%	803
2021 Q2	$4K	Hold	15	–	–	﹤0.01%	812
2021 Q1	$4K	Hold	15	–	–	﹤0.01%	803
2020 Q4	$4K	Buy	+15	New	+$3.31K	﹤0.01%	714
2020 Q1	–	Sell	-180	Closed	-$50K	–	756
2019 Q4	$50K	Sell	180 -13	-7%	-$3.43K	0.02%	325
2019 Q3	$51K	Buy	193 +13	+7%	+$3.28K	0.01%	335
2019 Q2	$44K	Hold	180	–	–	0.01%	362
2019 Q1	$39K	Hold	180	–	–	0.01%	379
2018 Q4	$39K	Sell	180 -15	-8%	-$3.27K	0.01%	336
2018 Q3	$45K	Buy	195 +15	+8%	+$3.36K	0.01%	321
2018 Q2	$41K	Hold	180	–	–	0.02%	372
2018 Q1	$46K	Hold	180	–	–	0.03%	358
2017 Q4	$40K	Hold	180	–	–	0.02%	386
2017 Q3	$41K	Hold	180	–	–	0.02%	346
2017 Q2	$46K	Hold	180	–	–	0.03%	333
2017 Q1	$42K	Hold	180	–	–	0.03%	351
2016 Q4	$39K	Hold	180	–	–	0.02%	371
2016 Q3	$34K	Hold	180	–	–	0.02%	390
2016 Q2	$33K	Buy	+180	New	+$33.1K	0.02%	353

Other funds holding EG

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

CIP

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

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

Plante Moran Financial Advisors's EG Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of Everest Group (EG) in Q1 2024, closing a stake of 1 share — an estimated $354 sold.

Plante Moran Financial Advisors first reported a position in EG in Q2 2016 and held it in 24 quarters. The position peaked at $51K in Q3 2019. 641 funds tracked by Wall St. Rank hold EG as of Q1 2024.

Plante Moran Financial Advisors reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 1 Everest Group share in Q1 2024, an estimated $354.
Plante Moran Financial Advisors first reported a position in Everest Group in Q2 2016 and held it in 24 quarters.
Plante Moran Financial Advisors's Everest Group position peaked at $51K in Q3 2019.
641 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.