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WealthTrust Asset Management’s Everest Group EG Stock Holding History

WealthTrust Asset 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
Q3 		– Sell
-2,770
Closed -$1.06M – 94
2024
Q2 		$1.06M Buy
2,770
+45
+2% +$17K 0.77% 30
2024
Q1 		$1.08M Buy
2,725
+5
+0.2% +$1.88K 0.82% 28
2023
Q4 		$962K Buy
+2,720
New +$1.05M 0.81% 35

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WealthTrust Asset Management's EG Position: Q3 2024 in Review

WealthTrust Asset Management sold out of Everest Group (EG) in Q3 2024, closing a stake of 2,770 shares — an estimated $1.06M sold.

WealthTrust Asset Management first reported a position in EG in Q4 2023 and held it in 3 quarters. The position peaked at $1.08M in Q1 2024. 674 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • WealthTrust Asset Management reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
  • WealthTrust Asset Management sold 2,770 Everest Group shares in Q3 2024, an estimated $1.06M.
  • WealthTrust Asset Management first reported a position in Everest Group in Q4 2023 and held it in 3 quarters.
  • WealthTrust Asset Management's Everest Group position peaked at $1.08M in Q1 2024.
  • 674 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on WealthTrust Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.