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Sandia Investment Management’s Everest Group EG Stock Holding History

Sandia Investment Management’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
2023
Q3 		– Sell
-700
Closed -$239K – 230
2023
Q2 		$239K Buy
+700
New +$253K 0.05% 112

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sandia Investment Management's EG Position: Q3 2023 in Review

Sandia Investment Management sold out of Everest Group (EG) in Q3 2023, closing a stake of 700 shares — an estimated $239K sold.

Sandia Investment Management first reported a position in EG in Q2 2023 and held it in 1 quarter. The position peaked at $239K in Q2 2023. 587 funds tracked by Wall St. Rank hold EG as of Q3 2023.

  • Sandia Investment Management reported no remaining Everest Group position as of Q3 2023 after selling out during the quarter.
  • Sandia Investment Management sold 700 Everest Group shares in Q3 2023, an estimated $239K.
  • Sandia Investment Management first reported a position in Everest Group in Q2 2023 and held it in 1 quarter.
  • Sandia Investment Management's Everest Group position peaked at $239K in Q2 2023.
  • 587 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.

Based on Sandia Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.