Weiss Multi-Strategy Advisers’s Everest Group EG Stock Holding History

Weiss Multi-Strategy Advisers’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 Q1	–	Sell	-12,381	Closed	-$4.38M	–	154
2023 Q4	$4.38M	Sell	12,381 -30,648	-71%	-$11.9M	0.11%	256
2023 Q3	$16M	Buy	43,029 +660	+2%	+$240K	0.38%	65
2023 Q2	$14.5M	Sell	42,369 -6,186	-13%	-$2.23M	0.29%	87
2023 Q1	$17.4M	Buy	48,555 +24,983	+106%	+$8.98M	0.41%	67
2022 Q4	$7.81M	Buy	23,572 +21,329	+951%	+$6.65M	0.22%	152
2022 Q3	$589K	Buy	+2,243	New	+$607K	0.02%	542
2021 Q3	–	Sell	-10,878	Closed	-$2.74M	–	705
2021 Q2	$2.74M	Buy	+10,878	New	+$2.83M	0.06%	366
2014 Q3	–	Sell	-1,640	Closed	-$263K	–	584
2014 Q2	$263K	Sell	1,640 -1,860	-53%	-$294K	0.01%	667
2014 Q1	$536K	Buy	+3,500	New	+$517K	0.01%	631

Other funds holding EG

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CIP

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

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

Weiss Multi-Strategy Advisers's EG Position: Q1 2024 in Review

Weiss Multi-Strategy Advisers sold out of Everest Group (EG) in Q1 2024, closing a stake of 12,381 shares — an estimated $4.38M sold.

Weiss Multi-Strategy Advisers first reported a position in EG in Q1 2014 and held it in 9 quarters. The position peaked at $17.4M in Q1 2023. 640 funds tracked by Wall St. Rank hold EG as of Q1 2024.

Weiss Multi-Strategy Advisers reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
Weiss Multi-Strategy Advisers sold 12,381 Everest Group shares in Q1 2024, an estimated $4.38M.
Weiss Multi-Strategy Advisers first reported a position in Everest Group in Q1 2014 and held it in 9 quarters.
Weiss Multi-Strategy Advisers's Everest Group position peaked at $17.4M in Q1 2023.
640 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q1 2024.