Schubert & Co’s Everest Group EG Stock Holding History

Schubert & Co’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 Q2	–	Sell	-22	Closed	-$7.88K	–	487
2023 Q1	$7.88K	Hold	22	–	–	0.01%	284
2022 Q4	$7.29K	Sell	22 -2	-8%	-$623	0.01%	298
2022 Q3	$6K	Buy	24 +4	+20%	+$1.08K	0.01%	336
2022 Q2	$6K	Buy	20 +14	+233%	+$3.96K	0.01%	287
2022 Q1	$2K	Buy	6 +1	+20%	+$287	﹤0.01%	390
2021 Q4	$1K	Buy	+5	New	+$1.35K	﹤0.01%	610

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schubert & Co's EG Position: Q2 2023 in Review

Schubert & Co sold out of Everest Group (EG) in Q2 2023, closing a stake of 22 shares — an estimated $7.88K sold.

Schubert & Co first reported a position in EG in Q4 2021 and held it in 6 quarters. The position peaked at $7.88K in Q1 2023. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

Schubert & Co reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 22 Everest Group shares in Q2 2023, an estimated $7.88K.
Schubert & Co first reported a position in Everest Group in Q4 2021 and held it in 6 quarters.
Schubert & Co's Everest Group position peaked at $7.88K in Q1 2023.
581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.