B. Riley Wealth Advisors’s Everest Group EG Stock Holding History

B. Riley Wealth 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
2024 Q4	–	Sell	-1,497	Closed	-$589K	–	1183
2024 Q3	$589K	Sell	1,497 -921	-38%	-$351K	0.02%	687
2024 Q2	$921K	Buy	+2,418	New	+$914K	0.02%	568
2024 Q1	–	Sell	-2,040	Closed	-$721K	–	1462
2023 Q4	$721K	Buy	+2,040	New	+$790K	0.02%	647
2019 Q4	–	Sell	-1,233	Closed	-$329K	–	858
2019 Q3	$329K	Buy	1,233 +137	+13%	+$34.6K	0.03%	554
2019 Q2	$272K	Buy	+1,096	New	+$263K	0.03%	608
2015 Q1	–	Sell	-2	Closed	–	–	953
2014 Q4	$0	Buy	+2	New	+$338	﹤0.01%	3692
2014 Q3	–	Sell	-2	Closed	-$347	–	981
2014 Q2	$347	Buy	+2	New	+$317	﹤0.01%	2362

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

B. Riley Wealth Advisors's EG Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Everest Group (EG) in Q4 2024, closing a stake of 1,497 shares — an estimated $589K sold.

B. Riley Wealth Advisors first reported a position in EG in Q2 2014 and held it in 7 quarters. The position peaked at $921K in Q2 2024. 692 funds tracked by Wall St. Rank hold EG as of Q4 2024.

B. Riley Wealth Advisors reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,497 Everest Group shares in Q4 2024, an estimated $589K.
B. Riley Wealth Advisors first reported a position in Everest Group in Q2 2014 and held it in 7 quarters.
B. Riley Wealth Advisors's Everest Group position peaked at $921K in Q2 2024.
692 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.