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Whitaker-Myers Wealth Managers’s Everest Group EG Stock Holding History

Whitaker-Myers Wealth Managers’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
Q2 		– Sell
-531
Closed -$211K – 101
2024
Q1 		$211K Buy
+531
New +$199K 0.09% 90

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Whitaker-Myers Wealth Managers's EG Position: Q2 2024 in Review

Whitaker-Myers Wealth Managers sold out of Everest Group (EG) in Q2 2024, closing a stake of 531 shares — an estimated $211K sold.

Whitaker-Myers Wealth Managers first reported a position in EG in Q1 2024 and held it in 1 quarter. The position peaked at $211K in Q1 2024. 630 funds tracked by Wall St. Rank hold EG as of Q2 2024.

  • Whitaker-Myers Wealth Managers reported no remaining Everest Group position as of Q2 2024 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 531 Everest Group shares in Q2 2024, an estimated $211K.
  • Whitaker-Myers Wealth Managers first reported a position in Everest Group in Q1 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Everest Group position peaked at $211K in Q1 2024.
  • 630 funds tracked by Wall St. Rank held Everest Group as of Q2 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2024, filed 26 Jul 2024.