Qtron Investments’s Everest Group EG Stock Holding History

Qtron 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
2024 Q2	–	Sell	-1,376	Closed	-$547K	–	469
2024 Q1	$547K	Hold	1,376	–	–	0.08%	327
2023 Q4	$487K	Sell	1,376 -357	-21%	-$138K	0.08%	331
2023 Q3	$644K	Buy	1,733 +890	+106%	+$323K	0.12%	233
2023 Q2	$288K	Buy	843 +136	+19%	+$49.1K	0.05%	355
2023 Q1	$253K	Buy	+707	New	+$254K	0.05%	366
2022 Q4	–	Sell	-1,771	Closed	-$465K	–	425
2022 Q3	$465K	Sell	1,771 -734	-29%	-$199K	0.12%	248
2022 Q2	$702K	Sell	2,505 -1,900	-43%	-$537K	0.15%	185
2022 Q1	$1.33M	Hold	4,405	–	–	0.3%	81
2021 Q4	$1.21M	Buy	4,405 +436	+11%	+$118K	0.27%	93
2021 Q3	$995K	Buy	+3,969	New	+$1.02M	0.27%	103

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

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

Norges Bank Oslo, Norway $1T AUM

Qtron Investments's EG Position: Q2 2024 in Review

Qtron Investments sold out of Everest Group (EG) in Q2 2024, closing a stake of 1,376 shares — an estimated $547K sold.

Qtron Investments first reported a position in EG in Q3 2021 and held it in 10 quarters. The position peaked at $1.33M in Q1 2022. 631 funds tracked by Wall St. Rank hold EG as of Q2 2024.

Qtron Investments reported no remaining Everest Group position as of Q2 2024 after selling out during the quarter.
Qtron Investments sold 1,376 Everest Group shares in Q2 2024, an estimated $547K.
Qtron Investments first reported a position in Everest Group in Q3 2021 and held it in 10 quarters.
Qtron Investments's Everest Group position peaked at $1.33M in Q1 2022.
631 funds tracked by Wall St. Rank held Everest Group as of Q2 2024.

Based on Qtron Investments's 13F filing for Q2 2024, filed 12 Aug 2024.