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RFP Financial Group’s Everest Group EG Stock Holding History

RFP Financial Group’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 		– Sell
-10
Closed -$3.81K – 309
2024
Q2 		$3.81K Hold
10
– – ﹤0.01% 616
2024
Q1 		$3.98K Sell
10
-11
-52% -$4.12K ﹤0.01% 569
2023
Q4 		$7.42K Sell
21
-10
-32% -$3.87K ﹤0.01% 460
2023
Q3 		$11.5K Hold
31
– – 0.01% 367
2023
Q2 		$10.6K Hold
31
– – ﹤0.01% 409
2023
Q1 		$11.1K Hold
31
– – 0.01% 263
2022
Q4 		$10.3K Buy
+31
New +$9.66K ﹤0.01% 385

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RFP Financial Group's EG Position: Q3 2024 in Review

RFP Financial Group sold out of Everest Group (EG) in Q3 2024, closing a stake of 10 shares — an estimated $3.81K sold.

RFP Financial Group first reported a position in EG in Q4 2022 and held it in 7 quarters. The position peaked at $11.5K in Q3 2023. 674 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • RFP Financial Group reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 10 Everest Group shares in Q3 2024, an estimated $3.81K.
  • RFP Financial Group first reported a position in Everest Group in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Everest Group position peaked at $11.5K in Q3 2023.
  • 674 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.