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Verdad Advisers’s Everest Group EG Stock Holding History

Verdad 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
Q1 		– Sell
-2,250
Closed -$796K – 151
2023
Q4 		$796K Sell
2,250
-195
-8% -$75.5K 1.61% 22
2023
Q3 		$909K Sell
2,445
-2,010
-45% -$730K 1.39% 17
2023
Q2 		$1.52M Sell
4,455
-545
-11% -$197K 2.39% 15
2023
Q1 		$1.79M Sell
5,000
-2,500
-33% -$898K 3.6% 10
2022
Q4 		$2.48M Hold
7,500
– – 2.5% 8
2022
Q3 		$1.97M Buy
+7,500
New +$2.03M 2.86% 10

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Verdad Advisers's EG Position: Q1 2024 in Review

Verdad Advisers sold out of Everest Group (EG) in Q1 2024, closing a stake of 2,250 shares — an estimated $796K sold.

Verdad Advisers first reported a position in EG in Q3 2022 and held it in 6 quarters. The position peaked at $2.48M in Q4 2022. 641 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Verdad Advisers reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
  • Verdad Advisers sold 2,250 Everest Group shares in Q1 2024, an estimated $796K.
  • Verdad Advisers first reported a position in Everest Group in Q3 2022 and held it in 6 quarters.
  • Verdad Advisers's Everest Group position peaked at $2.48M in Q4 2022.
  • 641 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Verdad Advisers's 13F filing for Q1 2024, filed 14 May 2024.