TIA
EG icon

Trust Investment Advisors’s Everest Group EG Stock Holding History

Trust Investment 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
2023
Q2 		– Sell
-631
Closed -$226K – 100
2023
Q1 		$226K Buy
+631
New +$227K 0.2% 82

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

Trust Investment Advisors's EG Position: Q2 2023 in Review

Trust Investment Advisors sold out of Everest Group (EG) in Q2 2023, closing a stake of 631 shares — an estimated $226K sold.

Trust Investment Advisors first reported a position in EG in Q1 2023 and held it in 1 quarter. The position peaked at $226K in Q1 2023. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

  • Trust Investment Advisors reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
  • Trust Investment Advisors sold 631 Everest Group shares in Q2 2023, an estimated $226K.
  • Trust Investment Advisors first reported a position in Everest Group in Q1 2023 and held it in 1 quarter.
  • Trust Investment Advisors's Everest Group position peaked at $226K in Q1 2023.
  • 581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on Trust Investment Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.