Simon Quick Advisors’s Everest Group EG Stock Holding History

Simon Quick Advisors’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 Q2	–	Sell	-723	Closed	-$287K	–	411
2024 Q1	$287K	Buy	+723	New	+$271K	0.02%	310
2020 Q4	–	Sell	-36	Closed	-$7K	–	464
2020 Q3	$7K	Hold	36	–	–	﹤0.01%	345
2020 Q2	$7K	Buy	+36	New	+$7.01K	﹤0.01%	341
2020 Q1	–	Sell	-19	Closed	-$5K	–	539
2019 Q4	$5K	Sell	19 -2	-10%	-$528	﹤0.01%	489
2019 Q3	$6K	Buy	21 +9	+75%	+$2.27K	﹤0.01%	284
2019 Q2	$2.97K	Buy	+12	New	+$2.88K	﹤0.01%	326

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CIP

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

Norges Bank Oslo, Norway $935B AUM

Simon Quick Advisors's EG Position: Q2 2024 in Review

Simon Quick Advisors sold out of Everest Group (EG) in Q2 2024, closing a stake of 723 shares — an estimated $287K sold.

Simon Quick Advisors first reported a position in EG in Q2 2019 and held it in 6 quarters. The position peaked at $287K in Q1 2024. 630 funds tracked by Wall St. Rank hold EG as of Q2 2024.

Simon Quick Advisors reported no remaining Everest Group position as of Q2 2024 after selling out during the quarter.
Simon Quick Advisors sold 723 Everest Group shares in Q2 2024, an estimated $287K.
Simon Quick Advisors first reported a position in Everest Group in Q2 2019 and held it in 6 quarters.
Simon Quick Advisors's Everest Group position peaked at $287K in Q1 2024.
630 funds tracked by Wall St. Rank held Everest Group as of Q2 2024.

Based on Simon Quick Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.