PFS
EG icon

Prospera Financial Services’s Everest Group EG Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-266
Closed -$75K – 1038
2022
Q2 		$75K Sell
266
-67
-20% -$18.9K ﹤0.01% 952
2022
Q1 		$100K Buy
+333
New +$95.7K ﹤0.01% 1114
2020
Q4 		– Sell
-65
Closed -$13K – 903
2020
Q3 		$13K Buy
+65
New +$13.9K 0.01% 1028
2016
Q1 		– Sell
-1,426
Closed -$261K – 345
2015
Q4 		$261K Buy
+1,426
New +$259K 0.06% 221

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prospera Financial Services's EG Position: Q3 2022 in Review

Prospera Financial Services sold out of Everest Group (EG) in Q3 2022, closing a stake of 266 shares — an estimated $75K sold.

Prospera Financial Services first reported a position in EG in Q4 2015 and held it in 4 quarters. The position peaked at $261K in Q4 2015. 511 funds tracked by Wall St. Rank hold EG as of Q3 2022.

  • Prospera Financial Services reported no remaining Everest Group position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 266 Everest Group shares in Q3 2022, an estimated $75K.
  • Prospera Financial Services first reported a position in Everest Group in Q4 2015 and held it in 4 quarters.
  • Prospera Financial Services's Everest Group position peaked at $261K in Q4 2015.
  • 511 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.