CCB
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Cutter & Co Brokerage’s Everest Group EG Stock Holding History

Cutter & Co Brokerage’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
-973
Closed -$353K – 205
2024
Q4 		$353K Sell
973
-15
-2% -$5.62K 0.09% 121
2024
Q3 		$387K Sell
988
-13
-1% -$4.95K 0.09% 119
2024
Q2 		$381K Buy
1,001
+49
+5% +$18.5K 0.09% 118
2024
Q1 		$378K Buy
952
+78
+9% +$29.2K 0.09% 120
2023
Q4 		$309K Buy
+874
New +$338K 0.09% 135

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

Cutter & Co Brokerage's EG Position: Q1 2025 in Review

Cutter & Co Brokerage sold out of Everest Group (EG) in Q1 2025, closing a stake of 973 shares — an estimated $353K sold.

Cutter & Co Brokerage first reported a position in EG in Q4 2023 and held it in 5 quarters. The position peaked at $387K in Q3 2024. 678 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Cutter & Co Brokerage reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 973 Everest Group shares in Q1 2025, an estimated $353K.
  • Cutter & Co Brokerage first reported a position in Everest Group in Q4 2023 and held it in 5 quarters.
  • Cutter & Co Brokerage's Everest Group position peaked at $387K in Q3 2024.
  • 678 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Cutter & Co Brokerage's 13F filing for Q1 2025, filed 1 May 2025.