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Schechter Investment Advisors’s Everest Group EG Stock Holding History

Schechter 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
2023
Q1 		– Sell
-739
Closed -$245K – 713
2022
Q4 		$245K Sell
739
-373
-34% -$116K 0.02% 694
2022
Q3 		$292K Sell
1,112
-87
-7% -$23.5K 0.03% 712
2022
Q2 		$336K Buy
1,199
+288
+32% +$81.4K 0.03% 663
2022
Q1 		$274K Buy
911
+38
+4% +$10.9K 0.03% 737
2021
Q4 		$239K Buy
+873
New +$236K 0.02% 750

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Schechter Investment Advisors's EG Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Everest Group (EG) in Q1 2023, closing a stake of 739 shares — an estimated $245K sold.

Schechter Investment Advisors first reported a position in EG in Q4 2021 and held it in 5 quarters. The position peaked at $336K in Q2 2022. 581 funds tracked by Wall St. Rank hold EG as of Q1 2023.

  • Schechter Investment Advisors reported no remaining Everest Group position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 739 Everest Group shares in Q1 2023, an estimated $245K.
  • Schechter Investment Advisors first reported a position in Everest Group in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's Everest Group position peaked at $336K in Q2 2022.
  • 581 funds tracked by Wall St. Rank held Everest Group as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.