VNA
EG icon

Valley National Advisers’s Everest Group EG Stock Holding History

Valley National Advisers’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
-5
Closed -$1K – 859
2024
Q2 		$1K Buy
5
+2
+67% +$756 ﹤0.01% 1028
2024
Q1 		$1K Hold
3
– – ﹤0.01% 1069
2023
Q4 		$1K Buy
3
+1
+50% +$387 ﹤0.01% 1057
2023
Q3 		$1K Buy
+2
New +$726 ﹤0.01% 917
2017
Q4 		– Sell
-3
Closed -$1K – 684
2017
Q3 		$1K Hold
3
– – ﹤0.01% 595
2017
Q2 		$1K Hold
3
– – ﹤0.01% 553
2017
Q1 		$1K Hold
3
– – ﹤0.01% 558
2016
Q4 		$1K Hold
3
– – ﹤0.01% 594
2016
Q3 		$1K Hold
3
– – ﹤0.01% 572
2016
Q2 		$1K Buy
+3
New +$551 ﹤0.01% 564

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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