ECG
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Edge Capital Group’s Everest Group EG Stock Holding History

Edge Capital Group’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 		$200K Hold
553
– – 0.01% 311
2024
Q3 		$217K Hold
553
– – 0.01% 299
2024
Q2 		$211K Hold
553
– – 0.01% 305
2024
Q1 		$220K Buy
+553
New +$207K 0.01% 301

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edge Capital Group's EG Position: Q4 2024 in Review

Edge Capital Group held its Everest Group (EG) position steady in Q4 2024 at 553 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #311.

Edge Capital Group first reported a position in EG in Q1 2024 and has held it in 4 quarters since. The position peaked at $220K in Q1 2024. 692 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • Edge Capital Group held 553 shares of Everest Group worth $200K as of Q4 2024.
  • Edge Capital Group left its Everest Group share count unchanged in Q4 2024.
  • Everest Group made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #311 holding.
  • Edge Capital Group first reported a position in Everest Group in Q1 2024 and has held it in 4 quarters since.
  • Edge Capital Group's Everest Group position peaked at $220K in Q1 2024.
  • 692 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.