Washington Trust’s Everest Group EG Stock Holding History

Washington Trust’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 Q4	–	Sell	-5	Closed	-$1.86K	–	865
2023 Q3	$1.86K	Hold	5	–	–	﹤0.01%	767
2023 Q2	$1.71K	Sell	5 -1	-17%	-$361	﹤0.01%	800
2023 Q1	$2.15K	Buy	6 +2	+50%	+$719	﹤0.01%	801
2022 Q4	$1.32K	Buy	+4	New	+$1.25K	﹤0.01%	871
2022 Q1	–	Sell	-5	Closed	-$1K	–	947
2021 Q4	$1K	Sell	5 -1	-17%	-$270	﹤0.01%	893
2021 Q3	$2K	Hold	6	–	–	﹤0.01%	952
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	937
2021 Q1	$1K	Sell	6 -1	-14%	-$238	﹤0.01%	954
2020 Q4	$2K	Sell	7 -1	-13%	-$221	﹤0.01%	872
2020 Q3	$2K	Sell	8 -155	-95%	-$33.2K	﹤0.01%	863
2020 Q2	$33K	Buy	163 +154	+1,711%	+$30K	﹤0.01%	464
2020 Q1	$2K	Buy	+9	New	+$2.3K	﹤0.01%	830
2018 Q3	–	Sell	-27	Closed	-$6K	–	399
2018 Q2	$6K	Buy	+27	New	+$6.34K	﹤0.01%	733

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Washington Trust's EG Position: Q4 2023 in Review

Washington Trust sold out of Everest Group (EG) in Q4 2023, closing a stake of 5 shares — an estimated $1.86K sold.

Washington Trust first reported a position in EG in Q2 2018 and held it in 13 quarters. The position peaked at $33K in Q2 2020. 668 funds tracked by Wall St. Rank hold EG as of Q4 2023.

Washington Trust reported no remaining Everest Group position as of Q4 2023 after selling out during the quarter.
Washington Trust sold 5 Everest Group shares in Q4 2023, an estimated $1.86K.
Washington Trust first reported a position in Everest Group in Q2 2018 and held it in 13 quarters.
Washington Trust's Everest Group position peaked at $33K in Q2 2020.
668 funds tracked by Wall St. Rank held Everest Group as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.