Schroders’s Everest Group EG Stock Holding History

Schroders’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	-1,460	Closed	-$409K	–	32
2022 Q2	$409K	Buy	+1,460	New	+$413K	0.12%	24

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

Schroders's EG Position: Q3 2022 in Review

Schroders sold out of Everest Group (EG) in Q3 2022, closing a stake of 1,460 shares — an estimated $409K sold.

Schroders first reported a position in EG in Q2 2022 and held it in 1 quarter. The position peaked at $409K in Q2 2022. 510 funds tracked by Wall St. Rank hold EG as of Q3 2022.

Schroders reported no remaining Everest Group position as of Q3 2022 after selling out during the quarter.
Schroders sold 1,460 Everest Group shares in Q3 2022, an estimated $409K.
Schroders first reported a position in Everest Group in Q2 2022 and held it in 1 quarter.
Schroders's Everest Group position peaked at $409K in Q2 2022.
510 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on Schroders's 13F filing for Q3 2022, filed 24 Oct 2022.