Concourse Financial Group Securities’s Everest Group EG Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-715	Closed	-$260K	–	580
2024 Q4	$260K	Sell	715 -187	-21%	-$70K	0.01%	649
2024 Q3	$353K	Buy	902 +546	+153%	+$208K	0.02%	547
2024 Q2	$136K	Sell	356 -60	-14%	-$22.7K	0.01%	833
2024 Q1	$165K	Buy	416 +72	+21%	+$27K	0.01%	741
2023 Q4	$122K	Buy	+344	New	+$133K	0.01%	834
2023 Q2	–	Sell	-2	Closed	-$722	–	2364
2023 Q1	$716	Buy	+2	New	+$719	﹤0.01%	2210
2020 Q3	–	Sell	-17	Closed	-$3.64K	–	2174
2020 Q2	$4K	Buy	17 +6	+55%	+$1.17K	﹤0.01%	1742
2020 Q1	$2K	Buy	+11	New	+$2.81K	﹤0.01%	1875
2019 Q3	–	Sell	-200	Closed	-$50.5K	–	1852
2019 Q2	$49K	Hold	200	–	–	0.01%	872
2019 Q1	$43K	Hold	200	–	–	﹤0.01%	933
2018 Q4	$43K	Hold	200	–	–	0.01%	865
2018 Q3	$46K	Buy	+200	New	+$44.8K	0.01%	612

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

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

Norges Bank Oslo, Norway $935B AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Concourse Financial Group Securities's EG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Everest Group (EG) in Q1 2025, closing a stake of 715 shares — an estimated $260K sold.

Concourse Financial Group Securities first reported a position in EG in Q3 2018 and held it in 12 quarters. The position peaked at $353K in Q3 2024. 678 funds tracked by Wall St. Rank hold EG as of Q1 2025.

Concourse Financial Group Securities reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 715 Everest Group shares in Q1 2025, an estimated $260K.
Concourse Financial Group Securities first reported a position in Everest Group in Q3 2018 and held it in 12 quarters.
Concourse Financial Group Securities's Everest Group position peaked at $353K in Q3 2024.
678 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.