CSWM
EG icon

Cassady Schiller Wealth Management’s Everest Group EG Stock Holding History

Cassady Schiller Wealth Management’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 		$1.45K Buy
+4
New +$1.5K ﹤0.01% 679

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

Cassady Schiller Wealth Management's EG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Everest Group (EG) in Q4 2024: 4 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings.

692 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • Cassady Schiller Wealth Management held 4 shares of Everest Group worth $1.45K as of Q4 2024.
  • Everest Group was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Everest Group made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #679 holding.
  • 692 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.