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Syverson Strege & Co’s Everest Group EG Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-5
Closed -$1.79K – 235
2023
Q1 		$1.79K Buy
+5
New +$1.8K ﹤0.01% 514
2021
Q4 		– Sell
-9
Closed -$2K – 349
2021
Q3 		$2K Buy
+9
New +$2.31K ﹤0.01% 393

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Syverson Strege & Co's EG Position: Q2 2023 in Review

Syverson Strege & Co sold out of Everest Group (EG) in Q2 2023, closing a stake of 5 shares — an estimated $1.79K sold.

Syverson Strege & Co first reported a position in EG in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

  • Syverson Strege & Co reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 5 Everest Group shares in Q2 2023, an estimated $1.79K.
  • Syverson Strege & Co first reported a position in Everest Group in Q3 2021 and held it in 2 quarters.
  • Syverson Strege & Co's Everest Group position peaked at $2K in Q3 2021.
  • 581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.