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US Asset Management LLC’s Everest Group EG Stock Holding History

US Asset Management LLC’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
-388
Closed -$139K – 155
2023
Q1 		$139K Sell
388
-15
-4% -$5.39K 0.14% 142
2022
Q4 		$134K Buy
+403
New +$126K 0.14% 151
2022
Q2 		$116K Buy
414
+19
+5% +$5.37K 0.13% 153
2022
Q1 		$119K Buy
+395
New +$113K 0.11% 158

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

US Asset Management LLC's EG Position: Q2 2023 in Review

US Asset Management LLC sold out of Everest Group (EG) in Q2 2023, closing a stake of 388 shares — an estimated $139K sold.

US Asset Management LLC first reported a position in EG in Q1 2022 and held it in 4 quarters. The position peaked at $139K in Q1 2023. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

  • US Asset Management LLC reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
  • US Asset Management LLC sold 388 Everest Group shares in Q2 2023, an estimated $139K.
  • US Asset Management LLC first reported a position in Everest Group in Q1 2022 and held it in 4 quarters.
  • US Asset Management LLC's Everest Group position peaked at $139K in Q1 2023.
  • 581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on US Asset Management LLC's 13F filing for Q2 2023, filed 22 Aug 2023.