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Atwood & Palmer’s Everest Group EG Stock Holding History

Atwood & Palmer’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
Q3 		– Sell
-21
Closed -$7.14K – 501
2025
Q2 		$7.14K Buy
+21
New +$7.25K ﹤0.01% 424
2025
Q1 		– Sell
-31
Closed -$11.2K – 458
2024
Q4 		$11.2K Hold
31
– – ﹤0.01% 331
2024
Q3 		$12.1K Buy
+31
New +$11.8K ﹤0.01% 324
2022
Q2 		– Sell
-59
Closed -$18K – 403
2022
Q1 		$18K Hold
59
– – ﹤0.01% 321
2021
Q4 		$16K Hold
59
– – ﹤0.01% 335
2021
Q3 		$15K Hold
59
– – ﹤0.01% 329
2021
Q2 		$15K Hold
59
– – ﹤0.01% 309
2021
Q1 		$15K Buy
+59
New +$14K ﹤0.01% 319

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Atwood & Palmer's EG Position: Q3 2025 in Review

Atwood & Palmer sold out of Everest Group (EG) in Q3 2025, closing a stake of 21 shares — an estimated $7.14K sold.

Atwood & Palmer first reported a position in EG in Q1 2021 and held it in 8 quarters. The position peaked at $18K in Q1 2022. 677 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • Atwood & Palmer reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
  • Atwood & Palmer sold 21 Everest Group shares in Q3 2025, an estimated $7.14K.
  • Atwood & Palmer first reported a position in Everest Group in Q1 2021 and held it in 8 quarters.
  • Atwood & Palmer's Everest Group position peaked at $18K in Q1 2022.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.