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Scout Investments’s Everest Group EG Stock Holding History

Scout Investments’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
Q3 		$28.8M Buy
73,063
+21,912
+43% +$8.35M 0.76% 41
2024
Q2 		$19.5M Sell
51,151
-4,068
-7% -$1.54M 0.52% 78
2024
Q1 		$22M Sell
55,219
-5,165
-9% -$1.94M 0.54% 69
2023
Q4 		$21.4M Sell
60,384
-23,626
-28% -$9.15M 0.53% 67
2023
Q3 		$31.6M Buy
84,010
+6,072
+8% +$2.2M 0.72% 43
2023
Q2 		$28.4M Sell
77,938
-26,355
-25% -$9.52M 0.58% 57
2023
Q1 		$37.3M Sell
104,293
-20,456
-16% -$7.35M 0.76% 50
2022
Q4 		$41.3M Buy
124,749
+88,662
+246% +$27.6M 0.84% 43
2022
Q3 		$9.47M Sell
36,087
-3,280
-8% -$887K 0.2% 142
2022
Q2 		$11M Hold
39,367
– – 0.22% 122
2022
Q1 		$11.9M Sell
39,367
-100,455
-72% -$28.9M 0.19% 130
2021
Q4 		$38.3M Sell
139,822
-2,590
-2% -$700K 0.56% 60
2021
Q3 		$35.7M Sell
142,412
-2,114
-1% -$542K 0.53% 56
2021
Q2 		$36.4M Sell
144,526
-87,323
-38% -$22.7M 0.54% 60
2021
Q1 		$57.5M Buy
231,849
+71,778
+45% +$17.1M 0.86% 21
2020
Q4 		$37.5M Buy
160,071
+96,414
+151% +$21.3M 0.69% 25
2020
Q3 		$12.6M Buy
63,657
+1,713
+3% +$367K 0.28% 136
2020
Q2 		$12.8M Buy
+61,944
New +$12.1M 0.31% 122
2020
Q1 		– Sell
-41,607
Closed -$11.5M – 293
2019
Q4 		$11.5M Sell
41,607
-100,857
-71% -$26.6M 0.22% 143
2019
Q3 		$37.9M Sell
142,464
-53,391
-27% -$13.5M 0.75% 35
2019
Q2 		$48.4M Buy
+195,855
New +$47M 0.93% 23
2019
Q1 		– Sell
-130,584
Closed -$28.4M – 283
2018
Q4 		$28.4M Sell
130,584
-37,260
-22% -$8.12M 0.71% 41
2018
Q3 		$38.3M Sell
167,844
-29,862
-15% -$6.68M 0.79% 23
2018
Q2 		$45.6M Sell
197,706
-41,417
-17% -$9.72M 1.04% 13
2018
Q1 		$61.4M Buy
+239,123
New +$57.4M 1.47% 6

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Scout Investments's EG Position: Q3 2024 in Review

Scout Investments increased its Everest Group (EG) stake by 43% in Q3 2024, buying an estimated $8.35M and bringing the position to 73,063 shares worth $28.8M. The position accounts for 0.76% of the portfolio, ranked #41.

Scout Investments first reported a position in EG in Q1 2018 and has held it in 25 quarters since. The position peaked at $61.4M in Q1 2018. 673 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • Scout Investments held 73,063 shares of Everest Group worth $28.8M as of Q3 2024.
  • Scout Investments bought 21,912 Everest Group shares in Q3 2024, an estimated $8.35M.
  • Everest Group made up 0.76% of Scout Investments's portfolio in Q3 2024, its #41 holding.
  • Scout Investments first reported a position in Everest Group in Q1 2018 and has held it in 25 quarters since.
  • Scout Investments's Everest Group position peaked at $61.4M in Q1 2018.
  • 673 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on Scout Investments's 13F filing for Q3 2024, filed 12 Nov 2024.