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Steward Financial Group’s Everest Group EG Stock Holding History

Steward Financial Group’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
2023
Q3 		$8K Buy
+23
New +$8.35K ﹤0.01% 439
2023
Q2 		– Sell
-23
Closed -$8K – 610
2023
Q1 		$8K Buy
23
+13
+130% +$4.67K ﹤0.01% 224
2022
Q4 		$3K Buy
+10
New +$3.12K ﹤0.01% 256
2022
Q3 		– Sell
-13
Closed -$3K – 453
2022
Q2 		$3K Buy
+13
New +$3.67K ﹤0.01% 435

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Steward Financial Group's EG Position: Q3 2023 in Review

Steward Financial Group opened a new position in Everest Group (EG) in Q3 2023: 23 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EG as recently as Q1 2023.

Steward Financial Group first reported a position in EG in Q2 2022 and has held it in 4 quarters since. 588 funds tracked by Wall St. Rank hold EG as of Q3 2023.

  • Steward Financial Group held 23 shares of Everest Group worth $8K as of Q3 2023.
  • Everest Group was a new Steward Financial Group position in Q3 2023.
  • Everest Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #439 holding.
  • Steward Financial Group first reported a position in Everest Group in Q2 2022 and has held it in 4 quarters since.
  • 588 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.