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Sugarloaf Wealth Management’s Everest Group EG Stock Holding History

Sugarloaf Wealth Management’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
Q4 		– Sell
-13
Closed -$5.09K – 695
2024
Q3 		$5.09K Buy
+13
New +$4.95K ﹤0.01% 565

Other funds holding EG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sugarloaf Wealth Management's EG Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of Everest Group (EG) in Q4 2024, closing a stake of 13 shares — an estimated $5.09K sold.

Sugarloaf Wealth Management first reported a position in EG in Q3 2024 and held it in 1 quarter. The position peaked at $5.09K in Q3 2024. 692 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • Sugarloaf Wealth Management reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 13 Everest Group shares in Q4 2024, an estimated $5.09K.
  • Sugarloaf Wealth Management first reported a position in Everest Group in Q3 2024 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Everest Group position peaked at $5.09K in Q3 2024.
  • 692 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.