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Syntax Advisors’s Everest Group EG Stock Holding History

Syntax 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
2022
Q4 		– Sell
-771
Closed -$202K – 220
2022
Q3 		$202K Buy
771
+34
+5% +$9.2K 0.17% 187
2022
Q2 		$207K Buy
737
+19
+3% +$5.37K 0.17% 183
2022
Q1 		$216K Sell
718
-98
-12% -$28.2K 0.18% 190
2021
Q4 		$224K Buy
+816
New +$221K 0.17% 199

Other funds holding EG

Vanguard Group
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Syntax Advisors's EG Position: Q4 2022 in Review

Syntax Advisors sold out of Everest Group (EG) in Q4 2022, closing a stake of 771 shares — an estimated $202K sold.

Syntax Advisors first reported a position in EG in Q4 2021 and held it in 4 quarters. The position peaked at $224K in Q4 2021. 557 funds tracked by Wall St. Rank hold EG as of Q4 2022.

  • Syntax Advisors reported no remaining Everest Group position as of Q4 2022 after selling out during the quarter.
  • Syntax Advisors sold 771 Everest Group shares in Q4 2022, an estimated $202K.
  • Syntax Advisors first reported a position in Everest Group in Q4 2021 and held it in 4 quarters.
  • Syntax Advisors's Everest Group position peaked at $224K in Q4 2021.
  • 557 funds tracked by Wall St. Rank held Everest Group as of Q4 2022.

Based on Syntax Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.