SWP
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Stratos Wealth Partners’s Everest Group EG Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-1,526
Closed -$540K – 1406
2023
Q4 		$540K Buy
1,526
+380
+33% +$147K 0.01% 850
2023
Q3 		$426K Buy
1,146
+148
+15% +$53.7K 0.01% 881
2023
Q2 		$341K Sell
998
-412
-29% -$149K 0.01% 905
2023
Q1 		$505K Buy
+1,410
New +$507K 0.01% 698
2018
Q4 		– Sell
-9
Closed -$2K – 1254
2018
Q3 		$2K Buy
+9
New +$2.01K ﹤0.01% 2684
2018
Q2 		– Sell
-77
Closed -$20K – 1395
2018
Q1 		$20K Hold
77
– – ﹤0.01% 2008
2017
Q4 		$17K Buy
+77
New +$17.4K ﹤0.01% 1964

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Stratos Wealth Partners's EG Position: Q1 2024 in Review

Stratos Wealth Partners sold out of Everest Group (EG) in Q1 2024, closing a stake of 1,526 shares — an estimated $540K sold.

Stratos Wealth Partners first reported a position in EG in Q4 2017 and held it in 7 quarters. The position peaked at $540K in Q4 2023. 641 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Stratos Wealth Partners reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,526 Everest Group shares in Q1 2024, an estimated $540K.
  • Stratos Wealth Partners first reported a position in Everest Group in Q4 2017 and held it in 7 quarters.
  • Stratos Wealth Partners's Everest Group position peaked at $540K in Q4 2023.
  • 641 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.