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Revolve Wealth Partners’s Everest Group EG Stock Holding History

Revolve Wealth Partners’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
Q4 		– Sell
-3,032
Closed -$796K – 148
2022
Q3 		$796K Sell
3,032
-1
-0% -$271 0.27% 55
2022
Q2 		$850K Hold
3,033
– – 0.28% 55
2022
Q1 		$914K Buy
3,033
+978
+48% +$281K 0.26% 53
2021
Q4 		$563K Buy
+2,055
New +$555K 0.16% 75

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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Revolve Wealth Partners's EG Position: Q4 2022 in Review

Revolve Wealth Partners sold out of Everest Group (EG) in Q4 2022, closing a stake of 3,032 shares — an estimated $796K sold.

Revolve Wealth Partners first reported a position in EG in Q4 2021 and held it in 4 quarters. The position peaked at $914K in Q1 2022. 557 funds tracked by Wall St. Rank hold EG as of Q4 2022.

  • Revolve Wealth Partners reported no remaining Everest Group position as of Q4 2022 after selling out during the quarter.
  • Revolve Wealth Partners sold 3,032 Everest Group shares in Q4 2022, an estimated $796K.
  • Revolve Wealth Partners first reported a position in Everest Group in Q4 2021 and held it in 4 quarters.
  • Revolve Wealth Partners's Everest Group position peaked at $914K in Q1 2022.
  • 557 funds tracked by Wall St. Rank held Everest Group as of Q4 2022.

Based on Revolve Wealth Partners's 13F filing for Q4 2022, filed 17 Jan 2023.