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AXQ Capital’s Everest Group EG Stock Holding History

AXQ Capital’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
2024
Q4 		– Sell
-1,048
Closed -$411K – 493
2024
Q3 		$411K Sell
1,048
-238
-19% -$90.7K 0.12% 289
2024
Q2 		$490K Sell
1,286
-1,514
-54% -$572K 0.11% 303
2024
Q1 		$1.11M Sell
2,800
-4,300
-61% -$1.61M 0.27% 124
2023
Q4 		$2.51M Buy
+7,100
New +$2.75M 0.67% 5

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AXQ Capital's EG Position: Q4 2024 in Review

AXQ Capital sold out of Everest Group (EG) in Q4 2024, closing a stake of 1,048 shares — an estimated $411K sold.

AXQ Capital first reported a position in EG in Q4 2023 and held it in 4 quarters. The position peaked at $2.51M in Q4 2023. 693 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • AXQ Capital reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • AXQ Capital sold 1,048 Everest Group shares in Q4 2024, an estimated $411K.
  • AXQ Capital first reported a position in Everest Group in Q4 2023 and held it in 4 quarters.
  • AXQ Capital's Everest Group position peaked at $2.51M in Q4 2023.
  • 693 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on AXQ Capital's 13F filing for Q4 2024, filed 11 Feb 2025.