ZIM
EG icon

Zacks Investment Management’s Everest Group EG Stock Holding History

Zacks Investment 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
2022
Q4 		– Sell
-10,090
Closed -$2.65M – 617
2022
Q3 		$2.65M Sell
10,090
-15
-0.1% -$4.06K 0.04% 232
2022
Q2 		$2.83M Sell
10,105
-161
-2% -$45.5K 0.04% 223
2022
Q1 		$3.09M Buy
+10,266
New +$2.95M 0.04% 233
2021
Q4 		– Sell
-13,627
Closed -$3.42M – 635
2021
Q3 		$3.42M Buy
+13,627
New +$3.5M 0.05% 219
2018
Q2 		– Sell
-3,557
Closed -$914K – 561
2018
Q1 		$914K Buy
+3,557
New +$854K 0.02% 424
2017
Q4 		– Sell
-3,825
Closed -$874K – 590
2017
Q3 		$874K Buy
3,825
+201
+6% +$50.7K 0.02% 397
2017
Q2 		$923K Sell
3,624
-808
-18% -$199K 0.02% 384
2017
Q1 		$1.04M Buy
+4,432
New +$1.01M 0.03% 350
2014
Q1 		– Sell
-2,670
Closed -$416K – 691
2013
Q4 		$416K Buy
2,670
+415
+18% +$63.4K 0.02% 465
2013
Q3 		$328K Buy
+2,255
New +$306K 0.01% 489

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Zacks Investment Management's EG Position: Q4 2022 in Review

Zacks Investment Management sold out of Everest Group (EG) in Q4 2022, closing a stake of 10,090 shares — an estimated $2.65M sold.

Zacks Investment Management first reported a position in EG in Q3 2013 and held it in 10 quarters. The position peaked at $3.42M in Q3 2021. 557 funds tracked by Wall St. Rank hold EG as of Q4 2022.

  • Zacks Investment Management reported no remaining Everest Group position as of Q4 2022 after selling out during the quarter.
  • Zacks Investment Management sold 10,090 Everest Group shares in Q4 2022, an estimated $2.65M.
  • Zacks Investment Management first reported a position in Everest Group in Q3 2013 and held it in 10 quarters.
  • Zacks Investment Management's Everest Group position peaked at $3.42M in Q3 2021.
  • 557 funds tracked by Wall St. Rank held Everest Group as of Q4 2022.

Based on Zacks Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.