TCWP’s Everest Group EG Stock Holding History

TCWP’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 Q2	–	Sell	-15	Closed	-$4K	–	697
2022 Q1	$4K	Buy	+15	New	+$4.31K	﹤0.01%	1105

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCWP's EG Position: Q2 2022 in Review

TCWP sold out of Everest Group (EG) in Q2 2022, closing a stake of 15 shares — an estimated $4K sold.

TCWP first reported a position in EG in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 530 funds tracked by Wall St. Rank hold EG as of Q2 2022.

TCWP reported no remaining Everest Group position as of Q2 2022 after selling out during the quarter.
TCWP sold 15 Everest Group shares in Q2 2022, an estimated $4K.
TCWP first reported a position in Everest Group in Q1 2022 and held it in 1 quarter.
TCWP's Everest Group position peaked at $4K in Q1 2022.
530 funds tracked by Wall St. Rank held Everest Group as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.