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Credit Capital Investments’s Everest Group EG Stock Holding History

Credit Capital Investments’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
-900
Closed -$326K – 37
2024
Q4 		$326K Buy
+900
New +$337K 0.42% 24
2024
Q3 		– Sell
-700
Closed -$267K – 36
2024
Q2 		$267K Sell
700
-50
-7% -$18.9K 0.33% 22
2024
Q1 		$298K Buy
+750
New +$281K 0.37% 24
2023
Q3 		– Sell
-1,345
Closed -$460K – 60
2023
Q2 		$460K Buy
+1,345
New +$486K 0.6% 32

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Credit Capital Investments's EG Position: Q1 2025 in Review

Credit Capital Investments sold out of Everest Group (EG) in Q1 2025, closing a stake of 900 shares — an estimated $326K sold.

Credit Capital Investments first reported a position in EG in Q2 2023 and held it in 4 quarters. The position peaked at $460K in Q2 2023. 678 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Credit Capital Investments reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • Credit Capital Investments sold 900 Everest Group shares in Q1 2025, an estimated $326K.
  • Credit Capital Investments first reported a position in Everest Group in Q2 2023 and held it in 4 quarters.
  • Credit Capital Investments's Everest Group position peaked at $460K in Q2 2023.
  • 678 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Credit Capital Investments's 13F filing for Q1 2025, filed 9 May 2025.