Versor Investments’s Everest Group EG Stock Holding History

Versor Investments’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	-993	Closed	-$356K	–	684
2023 Q1	$356K	Buy	+993	New	+$357K	0.05%	437
2022 Q4	–	Sell	-900	Closed	-$236K	–	790
2022 Q3	$236K	Hold	900	–	–	0.01%	684
2022 Q2	$252K	Sell	900 -300	-25%	-$84.8K	0.01%	678
2022 Q1	$362K	Buy	+1,200	New	+$345K	0.01%	426
2021 Q4	–	Sell	-1,961	Closed	-$492K	–	564
2021 Q3	$492K	Buy	+1,961	New	+$503K	0.02%	255
2020 Q4	–	Sell	-1,600	Closed	-$316K	–	161
2020 Q3	$316K	Buy	+1,600	New	+$343K	0.03%	207
2019 Q4	–	Sell	-1,800	Closed	-$479K	–	318
2019 Q3	$479K	Buy	+1,800	New	+$454K	0.03%	221
2017 Q4	–	Sell	-2,811	Closed	-$642K	–	255
2017 Q3	$642K	Sell	2,811 -345	-11%	-$87K	0.21%	52
2017 Q2	$803K	Buy	+3,156	New	+$779K	0.22%	40

Other funds holding EG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Versor Investments's EG Position: Q2 2023 in Review

Versor Investments sold out of Everest Group (EG) in Q2 2023, closing a stake of 993 shares — an estimated $356K sold.

Versor Investments first reported a position in EG in Q2 2017 and held it in 9 quarters. The position peaked at $803K in Q2 2017. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

Versor Investments reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
Versor Investments sold 993 Everest Group shares in Q2 2023, an estimated $356K.
Versor Investments first reported a position in Everest Group in Q2 2017 and held it in 9 quarters.
Versor Investments's Everest Group position peaked at $803K in Q2 2017.
581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on Versor Investments's 13F filing for Q2 2023, filed 7 Aug 2023.