Siena Capital’s Everest Group EG Stock Holding History

Siena 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
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	140
2022 Q2	$1K	Hold	2	–	–	﹤0.01%	203
2022 Q1	$1K	Buy	+2	New	+$575	﹤0.01%	272

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

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

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

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

CIP

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

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

Siena Capital's EG Position: Q3 2022 in Review

Siena Capital held its Everest Group (EG) position steady in Q3 2022 at 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #140.

Siena Capital first reported a position in EG in Q1 2022 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold EG as of Q3 2022.

Siena Capital held 2 shares of Everest Group worth $1K as of Q3 2022.
Siena Capital left its Everest Group share count unchanged in Q3 2022.
Everest Group made up ﹤0.01% of Siena Capital's portfolio in Q3 2022, its #140 holding.
Siena Capital first reported a position in Everest Group in Q1 2022 and has held it in 3 quarters since.
511 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on Siena Capital's 13F filing for Q3 2022, filed 2 Nov 2022.