Raymond James Financial Services Advisors’s Everest Group EG Stock Holding History

Raymond James Financial Services 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 Q3	$1.52M	Sell	3,870 -538	-12%	-$205K	﹤0.01%	1892
2024 Q2	$1.68M	Buy	4,408 +2,330	+112%	+$881K	﹤0.01%	1777
2024 Q1	$826K	Sell	2,078 -1,036	-33%	-$388K	﹤0.01%	2181
2023 Q4	$1.1M	Sell	3,114 -1,676	-35%	-$649K	﹤0.01%	1925
2023 Q3	$1.78M	Buy	4,790 +3,927	+455%	+$1.43M	﹤0.01%	1564
2023 Q2	$295K	Sell	863 -5,097	-86%	-$1.84M	﹤0.01%	2674
2023 Q1	$2.13M	Sell	5,960 -524	-8%	-$188K	﹤0.01%	1455
2022 Q4	$2.15M	Buy	+6,484	New	+$2.02M	﹤0.01%	1401
2022 Q3	–	Sell	-2,004	Closed	-$562K	–	3313
2022 Q2	$562K	Buy	2,004 +567	+39%	+$160K	﹤0.01%	2195
2022 Q1	$433K	Buy	1,437 +182	+15%	+$52.3K	﹤0.01%	2465
2021 Q4	$344K	Buy	+1,255	New	+$339K	﹤0.01%	2620
2021 Q3	–	Sell	-1,471	Closed	-$371K	–	3325
2021 Q2	$371K	Sell	1,471 -6	-0.4%	-$1.56K	﹤0.01%	2571
2021 Q1	$366K	Sell	1,477 -91	-6%	-$21.7K	﹤0.01%	2496
2020 Q4	$368K	Sell	1,568 -185	-11%	-$40.8K	﹤0.01%	2330
2020 Q3	$347K	Sell	1,753 -8	-0.5%	-$1.71K	﹤0.01%	2206
2020 Q2	$364K	Sell	1,761 -3,690	-68%	-$719K	﹤0.01%	2125
2020 Q1	$1.05M	Buy	5,451 +1,748	+47%	+$446K	﹤0.01%	1170
2019 Q4	$1.02M	Sell	3,703 -379	-9%	-$100K	﹤0.01%	1523
2019 Q3	$1.09M	Buy	4,082 +351	+9%	+$88.6K	﹤0.01%	1425
2019 Q2	$922K	Sell	3,731 -197	-5%	-$47.3K	﹤0.01%	1550
2019 Q1	$848K	Buy	3,928 +19	+0.5%	+$4.13K	﹤0.01%	1546
2018 Q4	$851K	Buy	3,909 +51	+1%	+$11.1K	﹤0.01%	1346
2018 Q3	$881K	Sell	3,858 -82	-2%	-$18.4K	﹤0.01%	1541
2018 Q2	$908K	Buy	3,940 +54	+1%	+$12.7K	﹤0.01%	1479
2018 Q1	$998K	Buy	+3,886	New	+$933K	0.01%	1302
2017 Q3	–	Sell	-2,003	Closed	-$510K	–	2582
2017 Q2	$510K	Buy	2,003 +1,147	+134%	+$283K	﹤0.01%	1660
2017 Q1	$200K	Buy	+856	New	+$195K	﹤0.01%	2140
2016 Q2	–	Sell	-10,318	Closed	-$2.04M	–	2301
2016 Q1	$2.04M	Buy	+10,318	New	+$1.91M	0.02%	622

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 $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Raymond James Financial Services Advisors's EG Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Everest Group (EG) stake by 12% in Q3 2024, selling an estimated $205K and leaving 3,870 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Raymond James Financial Services Advisors first reported a position in EG in Q1 2016 and has held it in 28 quarters since. The position peaked at $2.15M in Q4 2022. 674 funds tracked by Wall St. Rank hold EG as of Q3 2024.

Raymond James Financial Services Advisors held 3,870 shares of Everest Group worth $1.52M as of Q3 2024.
Raymond James Financial Services Advisors sold 538 Everest Group shares in Q3 2024, an estimated $205K.
Everest Group made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1892 holding.
Raymond James Financial Services Advisors first reported a position in Everest Group in Q1 2016 and has held it in 28 quarters since.
Raymond James Financial Services Advisors's Everest Group position peaked at $2.15M in Q4 2022.
674 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.