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Sciencast Management’s Everest Group EG Stock Holding History

Sciencast 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
2024
Q1 		– Sell
-1,615
Closed -$571K – 248
2023
Q4 		$571K Sell
1,615
-941
-37% -$364K 0.31% 126
2023
Q3 		$950K Buy
+2,556
New +$928K 0.43% 80
2019
Q3 		– Sell
-2,550
Closed -$644K – 388
2019
Q2 		$644K Buy
+2,550
New +$612K 0.36% 97
2017
Q3 		– Sell
-902
Closed -$230K – 357
2017
Q2 		$230K Buy
+902
New +$223K 0.13% 294
2016
Q1 		– Sell
-2,200
Closed -$403K – 230
2015
Q4 		$403K Buy
+2,200
New +$400K 0.42% 92

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sciencast Management's EG Position: Q1 2024 in Review

Sciencast Management sold out of Everest Group (EG) in Q1 2024, closing a stake of 1,615 shares — an estimated $571K sold.

Sciencast Management first reported a position in EG in Q4 2015 and held it in 5 quarters. The position peaked at $950K in Q3 2023. 641 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Sciencast Management reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
  • Sciencast Management sold 1,615 Everest Group shares in Q1 2024, an estimated $571K.
  • Sciencast Management first reported a position in Everest Group in Q4 2015 and held it in 5 quarters.
  • Sciencast Management's Everest Group position peaked at $950K in Q3 2023.
  • 641 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Sciencast Management's 13F filing for Q1 2024, filed 6 May 2024.