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Wetzel Investment Advisors’s Everest Group EG Stock Holding History

Wetzel Investment Advisors’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
-12
Closed -$4.77K – 340
2024
Q2 		$4.77K Sell
12
-24
-67% -$9.07K ﹤0.01% 592
2024
Q1 		$13K Buy
36
+3
+9% +$1.13K 0.01% 472
2023
Q4 		$12K Buy
+33
New +$12.8K 0.01% 479

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wetzel Investment Advisors's EG Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Everest Group (EG) in Q3 2024, closing a stake of 12 shares — an estimated $4.77K sold.

Wetzel Investment Advisors first reported a position in EG in Q4 2023 and held it in 3 quarters. The position peaked at $13K in Q1 2024. 674 funds tracked by Wall St. Rank hold EG as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 12 Everest Group shares in Q3 2024, an estimated $4.77K.
  • Wetzel Investment Advisors first reported a position in Everest Group in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Everest Group position peaked at $13K in Q1 2024.
  • 674 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.