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B.O.S.S. Retirement Advisors’s Everest Group EG Stock Holding History

B.O.S.S. Retirement 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
2025
Q1 		– Sell
-646
Closed -$234K – 178
2024
Q4 		$234K Buy
+646
New +$242K 0.07% 160

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

B.O.S.S. Retirement Advisors's EG Position: Q1 2025 in Review

B.O.S.S. Retirement Advisors sold out of Everest Group (EG) in Q1 2025, closing a stake of 646 shares — an estimated $234K sold.

B.O.S.S. Retirement Advisors first reported a position in EG in Q4 2024 and held it in 1 quarter. The position peaked at $234K in Q4 2024. 677 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • B.O.S.S. Retirement Advisors reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 646 Everest Group shares in Q1 2025, an estimated $234K.
  • B.O.S.S. Retirement Advisors first reported a position in Everest Group in Q4 2024 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's Everest Group position peaked at $234K in Q4 2024.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.