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Abacus Planning Group’s Everest Group EG Stock Holding History

Abacus Planning Group’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
2025
Q1 		– Sell
-1,293
Closed -$469K – 237
2024
Q4 		$469K Buy
1,293
+282
+28% +$106K 0.08% 121
2024
Q3 		$396K Buy
1,011
+179
+22% +$68.2K 0.07% 135
2024
Q2 		$317K Buy
+832
New +$315K 0.06% 143

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Abacus Planning Group's EG Position: Q1 2025 in Review

Abacus Planning Group sold out of Everest Group (EG) in Q1 2025, closing a stake of 1,293 shares — an estimated $469K sold.

Abacus Planning Group first reported a position in EG in Q2 2024 and held it in 3 quarters. The position peaked at $469K in Q4 2024. 678 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Abacus Planning Group reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • Abacus Planning Group sold 1,293 Everest Group shares in Q1 2025, an estimated $469K.
  • Abacus Planning Group first reported a position in Everest Group in Q2 2024 and held it in 3 quarters.
  • Abacus Planning Group's Everest Group position peaked at $469K in Q4 2024.
  • 678 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Abacus Planning Group's 13F filing for Q1 2025, filed 14 Apr 2025.