Sargent Bickham Lagudis’s Everest Group EG Stock Holding History

Sargent Bickham Lagudis’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 Q3	–	Sell	-3	Closed	-$1K	–	1024
2022 Q2	$1K	Buy	+3	New	+$848	﹤0.01%	980
2018 Q2	–	Sell	-53	Closed	-$14K	–	758
2018 Q1	$14K	Hold	53	–	–	﹤0.01%	530
2017 Q4	$12K	Hold	53	–	–	﹤0.01%	573
2017 Q3	$12K	Sell	53 -19	-26%	-$4.79K	﹤0.01%	576
2017 Q2	$18K	Hold	72	–	–	﹤0.01%	491
2017 Q1	$17K	Hold	72	–	–	﹤0.01%	511
2016 Q4	$16K	Hold	72	–	–	﹤0.01%	493
2016 Q3	$14K	Hold	72	–	–	﹤0.01%	525
2016 Q2	$13K	Hold	72	–	–	﹤0.01%	512
2016 Q1	$14K	Buy	+72	New	+$13.3K	﹤0.01%	522

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sargent Bickham Lagudis's EG Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of Everest Group (EG) in Q3 2022, closing a stake of 3 shares — an estimated $1K sold.

Sargent Bickham Lagudis first reported a position in EG in Q1 2016 and held it in 10 quarters. The position peaked at $18K in Q2 2017. 510 funds tracked by Wall St. Rank hold EG as of Q3 2022.

Sargent Bickham Lagudis reported no remaining Everest Group position as of Q3 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 3 Everest Group shares in Q3 2022, an estimated $1K.
Sargent Bickham Lagudis first reported a position in Everest Group in Q1 2016 and held it in 10 quarters.
Sargent Bickham Lagudis's Everest Group position peaked at $18K in Q2 2017.
510 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.