Berger Financial Group’s Everest Group EG Stock Holding History

Berger Financial Group’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 Q2	–	Sell	-616	Closed	-$224K	–	423
2025 Q1	$224K	Sell	616 -12,265	-95%	-$4.33M	0.02%	386
2024 Q4	$4.67M	Buy	12,881 +262	+2%	+$98.1K	0.32%	78
2024 Q3	$4.94M	Sell	12,619 -39	-0.3%	-$14.9K	0.36%	76
2024 Q2	$4.82M	Buy	12,658 +56	+0.4%	+$21.2K	0.38%	69
2024 Q1	$5.01M	Buy	+12,602	New	+$4.73M	0.41%	68
2023 Q1	–	Sell	-14,325	Closed	-$4.75M	–	276
2022 Q4	$4.75M	Buy	14,325 +498	+4%	+$155K	0.63%	50
2022 Q3	$3.63M	Buy	13,827 +790	+6%	+$214K	0.53%	56
2022 Q2	$3.65M	Buy	+13,037	New	+$3.69M	0.53%	55

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group

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

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return