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Putnam Investments’s Everest Group EG Stock Holding History

Putnam Investments’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 		$2.78M Buy
+7,849
New +$3.04M ﹤0.01% 680
2022
Q3 		– Sell
-13,093
Closed -$3.67M – 1164
2022
Q2 		$3.67M Sell
13,093
-408
-3% -$115K 0.01% 542
2022
Q1 		$4.07M Buy
+13,501
New +$3.88M 0.01% 612
2019
Q4 		– Sell
-28,708
Closed -$7.64M – 902
2019
Q3 		$7.64M Buy
+28,708
New +$7.25M 0.02% 420
2017
Q2 		– Sell
-18,714
Closed -$4.38M – 1162
2017
Q1 		$4.38M Sell
18,714
-666
-3% -$152K 0.01% 635
2016
Q4 		$4.19M Sell
19,380
-829
-4% -$171K 0.01% 638
2016
Q3 		$3.84M Buy
20,209
+118
+0.6% +$22.2K 0.01% 656
2016
Q2 		$3.67M Sell
20,091
-11
-0.1% -$2.02K 0.01% 770
2016
Q1 		$3.97M Sell
20,102
-2,178
-10% -$402K 0.01% 736
2015
Q4 		$4.08M Buy
22,280
+1,835
+9% +$333K 0.01% 737
2015
Q3 		$3.54M Sell
20,445
-73,470
-78% -$13.3M 0.01% 797
2015
Q2 		$17.1M Sell
93,915
-40,332
-30% -$7.34M 0.03% 360
2015
Q1 		$23.4M Sell
134,247
-4,631
-3% -$814K 0.05% 313
2014
Q4 		$23.7M Buy
138,878
+48,439
+54% +$8.17M 0.05% 318
2014
Q3 		$14.7M Sell
90,439
-8,652
-9% -$1.4M 0.03% 386
2014
Q2 		$15.9M Sell
99,091
-109
-0.1% -$17.3K 0.03% 368
2014
Q1 		$15.2M Sell
99,200
-15,900
-14% -$2.35M 0.03% 381
2013
Q4 		$17.9M Buy
115,100
+5,440
+5% +$831K 0.04% 348
2013
Q3 		$15.9M Sell
109,660
-248,618
-69% -$33.7M 0.04% 351
2013
Q2 		$46M Buy
+358,278
New +$46.3M 0.13% 186

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Putnam Investments's EG Position: Q4 2023 in Review

Putnam Investments opened a new position in Everest Group (EG) in Q4 2023: 7,849 shares worth $2.78M. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: Putnam Investments previously reported a position in EG as recently as Q2 2022.

Putnam Investments first reported a position in EG in Q2 2013 and has held it in 20 quarters since. The position peaked at $46M in Q2 2013. 667 funds tracked by Wall St. Rank hold EG as of Q4 2023.

  • Putnam Investments held 7,849 shares of Everest Group worth $2.78M as of Q4 2023.
  • Everest Group was a new Putnam Investments position in Q4 2023.
  • Everest Group made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #680 holding.
  • Putnam Investments first reported a position in Everest Group in Q2 2013 and has held it in 20 quarters since.
  • Putnam Investments's Everest Group position peaked at $46M in Q2 2013.
  • 667 funds tracked by Wall St. Rank held Everest Group as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.