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Ranch Capital Advisors’s Everest Group EG Stock Holding History

Ranch Capital 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
2022
Q3 		– Sell
-2,423
Closed -$679K – 149
2022
Q2 		$679K Buy
2,423
+209
+9% +$59.1K 0.52% 66
2022
Q1 		$667K Buy
2,214
+150
+7% +$43.1K 0.44% 74
2021
Q4 		$565K Buy
+2,064
New +$558K 0.37% 85
2020
Q3 		– Sell
-883
Closed -$204K – 880
2020
Q2 		$204K Buy
883
+155
+21% +$30.2K 0.16% 137
2020
Q1 		$140K Buy
728
+165
+29% +$42.1K 0.14% 152
2019
Q4 		$156K Buy
563
+177
+46% +$46.7K 0.13% 162
2019
Q3 		$103K Buy
+386
New +$97.5K 0.11% 205

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

Ranch Capital Advisors's EG Position: Q3 2022 in Review

Ranch Capital Advisors sold out of Everest Group (EG) in Q3 2022, closing a stake of 2,423 shares — an estimated $679K sold.

Ranch Capital Advisors first reported a position in EG in Q3 2019 and held it in 7 quarters. The position peaked at $679K in Q2 2022. 512 funds tracked by Wall St. Rank hold EG as of Q3 2022.

  • Ranch Capital Advisors reported no remaining Everest Group position as of Q3 2022 after selling out during the quarter.
  • Ranch Capital Advisors sold 2,423 Everest Group shares in Q3 2022, an estimated $679K.
  • Ranch Capital Advisors first reported a position in Everest Group in Q3 2019 and held it in 7 quarters.
  • Ranch Capital Advisors's Everest Group position peaked at $679K in Q2 2022.
  • 512 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on Ranch Capital Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.