Zeke Capital Advisors’s Everest Group EG Stock Holding History

Zeke Capital 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 Q4	$240K	Sell	723 -291	-29%	-$90.7K	0.02%	396
2022 Q3	$266K	Sell	1,014 -134	-12%	-$36.3K	0.02%	347
2022 Q2	$321K	Hold	1,148	–	–	0.02%	303
2022 Q1	$346K	Buy	+1,148	New	+$330K	0.02%	322
2020 Q1	–	Sell	-969	Closed	-$268K	–	320
2019 Q4	$268K	Hold	969	–	–	0.02%	478
2019 Q3	$258K	Sell	969 -6,818	-88%	-$1.72M	0.02%	477
2019 Q2	$1.93M	Sell	7,787 -2,808	-27%	-$674K	0.18%	98
2019 Q1	$2.29M	Sell	10,595 -203	-2%	-$44.2K	0.21%	90
2018 Q4	$2.35M	Buy	10,798 +3,808	+54%	+$830K	0.22%	82
2018 Q3	$1.6M	Sell	6,990 -5,647	-45%	-$1.26M	0.13%	140
2018 Q2	$2.91M	Buy	12,637 +2,344	+23%	+$550K	0.27%	66
2018 Q1	$2.64M	Buy	10,293 +6,911	+204%	+$1.66M	0.24%	74
2017 Q4	$748K	Buy	+3,382	New	+$763K	0.08%	207

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

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

Zeke Capital Advisors's EG Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Everest Group (EG) stake by 29% in Q4 2022, selling an estimated $90.7K and leaving 723 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #396.

Zeke Capital Advisors first reported a position in EG in Q4 2017 and has held it in 13 quarters since. The position peaked at $2.91M in Q2 2018. 558 funds tracked by Wall St. Rank hold EG as of Q4 2022.

Zeke Capital Advisors held 723 shares of Everest Group worth $240K as of Q4 2022.
Zeke Capital Advisors sold 291 Everest Group shares in Q4 2022, an estimated $90.7K.
Everest Group made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #396 holding.
Zeke Capital Advisors first reported a position in Everest Group in Q4 2017 and has held it in 13 quarters since.
Zeke Capital Advisors's Everest Group position peaked at $2.91M in Q2 2018.
558 funds tracked by Wall St. Rank held Everest Group as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.