SEC
EG icon

Seven Eight Capital’s Everest Group EG Stock Holding History

Seven Eight Capital’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 		– Sell
-6,227
Closed -$2.37M – 775
2024
Q2 		$2.37M Buy
6,227
+4,041
+185% +$1.53M 0.25% 100
2024
Q1 		$869K Buy
+2,186
New +$820K 0.09% 330
2020
Q4 		– Sell
-1,200
Closed -$237K – 467
2020
Q3 		$237K Hold
1,200
– – 0.05% 492
2020
Q2 		$247K Buy
+1,200
New +$234K 0.18% 229
2018
Q1 		– Sell
-8,100
Closed -$1.79M – 408
2017
Q4 		$1.79M Sell
8,100
-17,300
-68% -$3.9M 0.18% 201
2017
Q3 		$5.8M Buy
+25,400
New +$6.4M 0.71% 29
2016
Q3 		– Sell
-6,200
Closed -$1.13M – 400
2016
Q2 		$1.13M Buy
6,200
+4,300
+226% +$790K 0.39% 81
2016
Q1 		$375K Buy
+1,900
New +$351K 0.16% 195
2015
Q4 		– Sell
-200
Closed -$35K – 585
2015
Q3 		$35K Buy
+200
New +$36.2K 0.03% 372
2015
Q2 		– Sell
-1,500
Closed -$261K – 560
2015
Q1 		$261K Buy
1,500
+1,400
+1,400% +$246K 0.43% 74
2014
Q4 		$17K Buy
+100
New +$16.9K 0.03% 365
2014
Q3 		– Sell
-1,300
Closed -$209K – 557
2014
Q2 		$209K Sell
1,300
-1,200
-48% -$190K 0.2% 167
2014
Q1 		$383K Buy
+2,500
New +$369K 0.33% 110

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

Seven Eight Capital's EG Position: Q3 2024 in Review

Seven Eight Capital sold out of Everest Group (EG) in Q3 2024, closing a stake of 6,227 shares — an estimated $2.37M sold.

Seven Eight Capital first reported a position in EG in Q1 2014 and held it in 13 quarters. The position peaked at $5.8M in Q3 2017. 673 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • Seven Eight Capital reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
  • Seven Eight Capital sold 6,227 Everest Group shares in Q3 2024, an estimated $2.37M.
  • Seven Eight Capital first reported a position in Everest Group in Q1 2014 and held it in 13 quarters.
  • Seven Eight Capital's Everest Group position peaked at $5.8M in Q3 2017.
  • 673 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on Seven Eight Capital's 13F filing for Q3 2024, filed 12 Nov 2024.