Wipfli Financial Advisors’s Everest Group EG Stock Holding History

Wipfli Financial 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
2022 Q3	$61K	Buy	+232	New	+$62.8K	﹤0.01%	980

Other funds holding EG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

CIP

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

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

Wipfli Financial Advisors's EG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Everest Group (EG) in Q3 2022: 232 shares worth $61K. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings.

511 funds tracked by Wall St. Rank hold EG as of Q3 2022.

Wipfli Financial Advisors held 232 shares of Everest Group worth $61K as of Q3 2022.
Everest Group was a new Wipfli Financial Advisors position in Q3 2022.
Everest Group made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #980 holding.
511 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.