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TD Ameritrade Investment Management’s Everest Group EG Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-48
Closed -$16K – 131
2023
Q2 		$16K Sell
48
-11
-19% -$3.97K ﹤0.01% 303
2023
Q1 		$21K Sell
59
-44
-43% -$15.8K ﹤0.01% 299
2022
Q4 		$34K Buy
+103
New +$32.1K ﹤0.01% 279
2022
Q3 		– Sell
-200
Closed -$56K – 601
2022
Q2 		$56K Sell
200
-137
-41% -$38.7K ﹤0.01% 286
2022
Q1 		$102K Sell
337
-34
-9% -$9.77K ﹤0.01% 291
2021
Q4 		$102K Sell
371
-73
-16% -$19.7K ﹤0.01% 289
2021
Q3 		$88K Buy
444
+46
+12% +$11.8K ﹤0.01% 267
2021
Q2 		$100K Sell
398
-19
-5% -$4.95K ﹤0.01% 280
2021
Q1 		$98K Hold
417
– – ﹤0.01% 271
2020
Q4 		$98K Sell
417
-27
-6% -$5.96K ﹤0.01% 271
2020
Q3 		$88K Buy
444
+37
+9% +$7.92K ﹤0.01% 267
2020
Q2 		$84K Buy
407
+5
+1% +$974 ﹤0.01% 259
2020
Q1 		$77K Buy
402
+92
+30% +$23.5K ﹤0.01% 252
2019
Q4 		$86K Sell
310
-9
-3% -$2.37K ﹤0.01% 254
2019
Q3 		$85K Buy
319
+118
+59% +$29.8K ﹤0.01% 224
2019
Q2 		$50K Buy
+201
New +$48.2K ﹤0.01% 261
2019
Q1 		– Sell
-141
Closed -$31K – 588
2018
Q4 		$31K Buy
+141
New +$30.7K ﹤0.01% 266

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Ameritrade Investment Management's EG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Everest Group (EG) in Q3 2023, closing a stake of 48 shares — an estimated $16K sold.

TD Ameritrade Investment Management first reported a position in EG in Q4 2018 and held it in 17 quarters. The position peaked at $102K in Q1 2022. 587 funds tracked by Wall St. Rank hold EG as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Everest Group position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 48 Everest Group shares in Q3 2023, an estimated $16K.
  • TD Ameritrade Investment Management first reported a position in Everest Group in Q4 2018 and held it in 17 quarters.
  • TD Ameritrade Investment Management's Everest Group position peaked at $102K in Q1 2022.
  • 587 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.