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DoubleLine ETF Adviser’s Everest Group EG Stock Holding History

DoubleLine ETF Adviser’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 		– Sell
-665
Closed -$261K – 175
2024
Q3 		$261K Sell
665
-51
-7% -$19.4K 0.06% 184
2024
Q2 		$273K Sell
716
-29
-4% -$11K 0.07% 163
2024
Q1 		$296K Hold
745
– – 0.08% 179
2023
Q4 		$263K Buy
745
+77
+12% +$29.8K 0.08% 182
2023
Q3 		$248K Buy
668
+16
+2% +$5.81K 0.09% 148
2023
Q2 		$223K Buy
+652
New +$235K 0.08% 149

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DoubleLine ETF Adviser's EG Position: Q4 2024 in Review

DoubleLine ETF Adviser sold out of Everest Group (EG) in Q4 2024, closing a stake of 665 shares — an estimated $261K sold.

DoubleLine ETF Adviser first reported a position in EG in Q2 2023 and held it in 6 quarters. The position peaked at $296K in Q1 2024. 693 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • DoubleLine ETF Adviser reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • DoubleLine ETF Adviser sold 665 Everest Group shares in Q4 2024, an estimated $261K.
  • DoubleLine ETF Adviser first reported a position in Everest Group in Q2 2023 and held it in 6 quarters.
  • DoubleLine ETF Adviser's Everest Group position peaked at $296K in Q1 2024.
  • 693 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on DoubleLine ETF Adviser's 13F filing for Q4 2024, filed 14 Feb 2025.