Carolinas Wealth Consulting’s Everest Group EG Stock Holding History

Carolinas Wealth Consulting’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	-4	Closed	-$1.45K	–	260
2025 Q1	$1.45K	Buy	4 +1	+33%	+$353	﹤0.01%	859
2024 Q4	$1.09K	Hold	3	–	–	﹤0.01%	930
2024 Q3	$1.18K	Hold	3	–	–	﹤0.01%	897
2024 Q2	$1.14K	Hold	3	–	–	﹤0.01%	889
2024 Q1	$1.19K	Hold	3	–	–	﹤0.01%	869
2023 Q4	$1.06K	Hold	3	–	–	﹤0.01%	828
2023 Q3	$1.19K	Hold	3	–	–	﹤0.01%	804
2023 Q2	$1.03K	Hold	3	–	–	﹤0.01%	909
2023 Q1	$1.07K	Hold	3	–	–	﹤0.01%	884
2022 Q4	$994	Hold	3	–	–	﹤0.01%	896
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	810
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	810
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	839
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	871
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	847
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	859
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	863
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	789
2020 Q3	$1K	Hold	3	–	–	﹤0.01%	815
2020 Q2	$1K	Buy	+3	New	+$584	﹤0.01%	558

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

VVP

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

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

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

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

AGA

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

Carolinas Wealth Consulting's EG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Everest Group (EG) in Q2 2025, closing a stake of 4 shares — an estimated $1.45K sold.

Carolinas Wealth Consulting first reported a position in EG in Q2 2020 and held it in 20 quarters. The position peaked at $1.45K in Q1 2025. 673 funds tracked by Wall St. Rank hold EG as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 4 Everest Group shares in Q2 2025, an estimated $1.45K.
Carolinas Wealth Consulting first reported a position in Everest Group in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Everest Group position peaked at $1.45K in Q1 2025.
673 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.