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Tyler-Stone Wealth Management’s Everest Group EG Stock Holding History

Tyler-Stone Wealth 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
2024
Q3 		– Sell
-19
Closed -$7.24K – 475
2024
Q2 		$7.24K Buy
+19
New +$7.18K ﹤0.01% 698

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Tyler-Stone Wealth Management's EG Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Everest Group (EG) in Q3 2024, closing a stake of 19 shares — an estimated $7.24K sold.

Tyler-Stone Wealth Management first reported a position in EG in Q2 2024 and held it in 1 quarter. The position peaked at $7.24K in Q2 2024. 673 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 19 Everest Group shares in Q3 2024, an estimated $7.24K.
  • Tyler-Stone Wealth Management first reported a position in Everest Group in Q2 2024 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Everest Group position peaked at $7.24K in Q2 2024.
  • 673 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.