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Stonebridge Capital Advisors’s Everest Group EG Stock Holding History

Stonebridge Capital 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
2023
Q4 		– Sell
-7
Closed -$2.6K – 391
2023
Q3 		$2.6K Hold
7
– – ﹤0.01% 785
2023
Q2 		$2.39K Sell
7
-20
-74% -$7.22K ﹤0.01% 798
2023
Q1 		$9.67K Hold
27
– – ﹤0.01% 615
2022
Q4 		$8.94K Hold
27
– – ﹤0.01% 619
2022
Q3 		$7K Buy
+27
New +$7.3K ﹤0.01% 633
2021
Q2 		– Sell
-5
Closed -$1K – 925
2021
Q1 		$1K Buy
+5
New +$1.19K ﹤0.01% 895

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stonebridge Capital Advisors's EG Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Everest Group (EG) in Q4 2023, closing a stake of 7 shares — an estimated $2.6K sold.

Stonebridge Capital Advisors first reported a position in EG in Q1 2021 and held it in 6 quarters. The position peaked at $9.67K in Q1 2023. 668 funds tracked by Wall St. Rank hold EG as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining Everest Group position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 7 Everest Group shares in Q4 2023, an estimated $2.6K.
  • Stonebridge Capital Advisors first reported a position in Everest Group in Q1 2021 and held it in 6 quarters.
  • Stonebridge Capital Advisors's Everest Group position peaked at $9.67K in Q1 2023.
  • 668 funds tracked by Wall St. Rank held Everest Group as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.