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Burney Company’s Everest Group EG Stock Holding History

Burney Company’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
-545
Closed -$214K – 596
2024
Q3 		$214K Hold
545
– – 0.01% 582
2024
Q2 		$208K Buy
+545
New +$206K 0.01% 574
2017
Q4 		– Sell
-2,530
Closed -$564K – 440
2017
Q3 		$564K Sell
2,530
-40
-2% -$10.1K 0.04% 272
2017
Q2 		$656K Buy
2,570
+225
+10% +$55.5K 0.04% 255
2017
Q1 		$548K Buy
2,345
+45
+2% +$10.3K 0.04% 261
2016
Q4 		$498K Buy
+2,300
New +$474K 0.03% 264

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Burney Company's EG Position: Q4 2024 in Review

Burney Company sold out of Everest Group (EG) in Q4 2024, closing a stake of 545 shares — an estimated $214K sold.

Burney Company first reported a position in EG in Q4 2016 and held it in 6 quarters. The position peaked at $656K in Q2 2017. 692 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • Burney Company reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • Burney Company sold 545 Everest Group shares in Q4 2024, an estimated $214K.
  • Burney Company first reported a position in Everest Group in Q4 2016 and held it in 6 quarters.
  • Burney Company's Everest Group position peaked at $656K in Q2 2017.
  • 692 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on Burney Company's 13F filing for Q4 2024, filed 14 Jan 2025.