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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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Valley National Advisers's EG Position: Q3 2024 in Review

Valley National Advisers sold out of Everest Group (EG) in Q3 2024, closing a stake of 5 shares — an estimated $1K sold.

Valley National Advisers first reported a position in EG in Q2 2016 and held it in 10 quarters. The position peaked at $1K in Q2 2024. 674 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • Valley National Advisers reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 5 Everest Group shares in Q3 2024, an estimated $1K.
  • Valley National Advisers first reported a position in Everest Group in Q2 2016 and held it in 10 quarters.
  • Valley National Advisers's Everest Group position peaked at $1K in Q2 2024.
  • 674 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.