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Vivid Wealth Management’s Everest Group EG Stock Holding History

Vivid Wealth Management’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
Q2 		– Sell
-1,055
Closed -$419K – 73
2024
Q1 		$419K Buy
1,055
+19
+2% +$7.12K 0.26% 64
2023
Q4 		$366K Buy
+1,036
New +$401K 0.25% 67

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vivid Wealth Management's EG Position: Q2 2024 in Review

Vivid Wealth Management sold out of Everest Group (EG) in Q2 2024, closing a stake of 1,055 shares — an estimated $419K sold.

Vivid Wealth Management first reported a position in EG in Q4 2023 and held it in 2 quarters. The position peaked at $419K in Q1 2024. 631 funds tracked by Wall St. Rank hold EG as of Q2 2024.

  • Vivid Wealth Management reported no remaining Everest Group position as of Q2 2024 after selling out during the quarter.
  • Vivid Wealth Management sold 1,055 Everest Group shares in Q2 2024, an estimated $419K.
  • Vivid Wealth Management first reported a position in Everest Group in Q4 2023 and held it in 2 quarters.
  • Vivid Wealth Management's Everest Group position peaked at $419K in Q1 2024.
  • 631 funds tracked by Wall St. Rank held Everest Group as of Q2 2024.

Based on Vivid Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.