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 $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources

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

Geode Capital Management

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Boston Partners

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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return