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Capital Analysts LLC’s Everest Group EG Stock Holding History

Capital Analysts LLC’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
-5
Closed -$2K – 1322
2024
Q3 		$2K Hold
5
– – ﹤0.01% 1211
2024
Q2 		$2K Hold
5
– – ﹤0.01% 1105
2024
Q1 		$2K Hold
5
– – ﹤0.01% 1047
2023
Q4 		$2K Sell
5
-13
-72% -$5.03K ﹤0.01% 1018
2023
Q3 		$7K Buy
18
+11
+157% +$3.99K ﹤0.01% 929
2023
Q2 		$2K Hold
7
– – ﹤0.01% 940
2023
Q1 		$2K Hold
7
– – ﹤0.01% 918
2022
Q4 		$2K Hold
7
– – ﹤0.01% 985
2022
Q3 		$2K Hold
7
– – ﹤0.01% 991
2022
Q2 		$2K Hold
7
– – ﹤0.01% 940
2022
Q1 		$2K Hold
7
– – ﹤0.01% 873
2021
Q4 		$2K Hold
7
– – ﹤0.01% 952
2021
Q3 		$2K Hold
7
– – ﹤0.01% 927
2021
Q2 		$2K Buy
7
+1
+17% +$260 ﹤0.01% 880
2021
Q1 		$2K Buy
+6
New +$1.43K ﹤0.01% 962

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Analysts LLC's EG Position: Q4 2024 in Review

Capital Analysts LLC sold out of Everest Group (EG) in Q4 2024, closing a stake of 5 shares — an estimated $2K sold.

Capital Analysts LLC first reported a position in EG in Q1 2021 and held it in 15 quarters. The position peaked at $7K in Q3 2023. 693 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • Capital Analysts LLC reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 5 Everest Group shares in Q4 2024, an estimated $2K.
  • Capital Analysts LLC first reported a position in Everest Group in Q1 2021 and held it in 15 quarters.
  • Capital Analysts LLC's Everest Group position peaked at $7K in Q3 2023.
  • 693 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.