Centerpoint Advisors’s Everus Construction Group ECG Stock Holding History

Centerpoint Advisors’s Portfolio ECG Stock Details ECG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-81	Closed	-$5K	–	478
2024 Q4	$5K	Buy	+81	New	+$5.1K	﹤0.01%	388

Other funds holding ECG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Centerpoint Advisors's ECG Position: Q1 2025 in Review

Centerpoint Advisors sold out of Everus Construction Group (ECG) in Q1 2025, closing a stake of 81 shares — an estimated $5K sold.

Centerpoint Advisors first reported a position in ECG in Q4 2024 and held it in 1 quarter. The position peaked at $5K in Q4 2024. 318 funds tracked by Wall St. Rank hold ECG as of Q1 2025.

Centerpoint Advisors reported no remaining Everus Construction Group position as of Q1 2025 after selling out during the quarter.
Centerpoint Advisors sold 81 Everus Construction Group shares in Q1 2025, an estimated $5K.
Centerpoint Advisors first reported a position in Everus Construction Group in Q4 2024 and held it in 1 quarter.
Centerpoint Advisors's Everus Construction Group position peaked at $5K in Q4 2024.
318 funds tracked by Wall St. Rank held Everus Construction Group as of Q1 2025.

Based on Centerpoint Advisors's 13F filing for Q1 2025, filed 13 May 2025.