SP
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Symmetry Partners’s Everest Group EG Stock Holding History

Symmetry 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
Q3 		– Sell
-528
Closed -$201K – 222
2024
Q2 		$201K Sell
528
-210
-28% -$79.4K 0.01% 506
2024
Q1 		$293K Buy
+738
New +$277K 0.02% 427
2023
Q4 		– Sell
-1,869
Closed -$695K – 519
2023
Q3 		$695K Hold
1,869
– – 0.04% 237
2023
Q2 		$639K Sell
1,869
-139
-7% -$50.2K 0.03% 264
2023
Q1 		$719K Buy
2,008
+139
+7% +$50K 0.04% 239
2022
Q4 		$619K Buy
1,869
+929
+99% +$289K 0.04% 275
2022
Q3 		$247K Buy
940
+204
+28% +$55.2K 0.02% 491
2022
Q2 		$206K Buy
+736
New +$208K 0.01% 532
2020
Q4 		– Sell
-1,164
Closed -$230K – 596
2020
Q3 		$230K Sell
1,164
-373
-24% -$79.9K 0.02% 543
2020
Q2 		$317K Sell
1,537
-773
-33% -$151K 0.04% 223
2020
Q1 		$445K Hold
2,310
– – 0.1% 121
2019
Q4 		$640K Hold
2,310
– – 0.13% 112
2019
Q3 		$615K Hold
2,310
– – 0.13% 120
2019
Q2 		$571K Hold
2,310
– – 0.12% 139
2019
Q1 		$499K Buy
2,310
+1,039
+82% +$226K 0.09% 156
2018
Q4 		$277K Buy
+1,271
New +$277K 0.07% 202

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Symmetry Partners's EG Position: Q3 2024 in Review

Symmetry Partners sold out of Everest Group (EG) in Q3 2024, closing a stake of 528 shares — an estimated $201K sold.

Symmetry Partners first reported a position in EG in Q4 2018 and held it in 16 quarters. The position peaked at $719K in Q1 2023. 674 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • Symmetry Partners reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
  • Symmetry Partners sold 528 Everest Group shares in Q3 2024, an estimated $201K.
  • Symmetry Partners first reported a position in Everest Group in Q4 2018 and held it in 16 quarters.
  • Symmetry Partners's Everest Group position peaked at $719K in Q1 2023.
  • 674 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.