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Realta Investment Advisors’s Everest Group EG Stock Holding History

Realta Investment 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
Q1 		– Sell
-791
Closed -$280K – 807
2023
Q4 		$280K Buy
+791
New +$306K 0.06% 328
2020
Q1 		– Sell
-18
Closed -$5K – 594
2019
Q4 		$5K Hold
18
– – ﹤0.01% 1330
2019
Q3 		$5K Hold
18
– – ﹤0.01% 1310
2019
Q2 		$4K Buy
18
+14
+350% +$3.36K ﹤0.01% 1418
2019
Q1 		$1K Buy
+4
New +$871 ﹤0.01% 1269

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Realta Investment Advisors's EG Position: Q1 2024 in Review

Realta Investment Advisors sold out of Everest Group (EG) in Q1 2024, closing a stake of 791 shares — an estimated $280K sold.

Realta Investment Advisors first reported a position in EG in Q1 2019 and held it in 5 quarters. The position peaked at $280K in Q4 2023. 640 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Realta Investment Advisors reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 791 Everest Group shares in Q1 2024, an estimated $280K.
  • Realta Investment Advisors first reported a position in Everest Group in Q1 2019 and held it in 5 quarters.
  • Realta Investment Advisors's Everest Group position peaked at $280K in Q4 2023.
  • 640 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Realta Investment Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.