Baldwin Wealth Partners’s Everest Group EG Stock Holding History

Baldwin Wealth Partners’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	-50	Closed	-$19.6K	–	467
2024 Q3	$19.6K	Buy	+50	New	+$19K	﹤0.01%	703

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

Baldwin Wealth Partners's EG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Everest Group (EG) in Q4 2024, closing a stake of 50 shares — an estimated $19.6K sold.

Baldwin Wealth Partners first reported a position in EG in Q3 2024 and held it in 1 quarter. The position peaked at $19.6K in Q3 2024. 692 funds tracked by Wall St. Rank hold EG as of Q4 2024.

Baldwin Wealth Partners reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 50 Everest Group shares in Q4 2024, an estimated $19.6K.
Baldwin Wealth Partners first reported a position in Everest Group in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's Everest Group position peaked at $19.6K in Q3 2024.
692 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.