EAM
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Empirical Asset Management’s Everest Group EG Stock Holding History

Empirical Asset Management’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
-84
Closed -$30.6K – 354
2024
Q4 		$30.6K Buy
+84
New +$31.5K 0.01% 407
2024
Q2 		– Sell
-873
Closed -$347K – 362
2024
Q1 		$347K Buy
+873
New +$327K 0.17% 177
2023
Q4 		– Sell
-1,783
Closed -$663K – 187
2023
Q3 		$663K Sell
1,783
-181
-9% -$65.7K 0.58% 56
2023
Q2 		$671K Buy
1,964
+232
+13% +$83.8K 0.59% 58
2023
Q1 		$620K Buy
+1,732
New +$622K 0.59% 56

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Empirical Asset Management's EG Position: Q1 2025 in Review

Empirical Asset Management sold out of Everest Group (EG) in Q1 2025, closing a stake of 84 shares — an estimated $30.6K sold.

Empirical Asset Management first reported a position in EG in Q1 2023 and held it in 5 quarters. The position peaked at $671K in Q2 2023. 679 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Empirical Asset Management reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • Empirical Asset Management sold 84 Everest Group shares in Q1 2025, an estimated $30.6K.
  • Empirical Asset Management first reported a position in Everest Group in Q1 2023 and held it in 5 quarters.
  • Empirical Asset Management's Everest Group position peaked at $671K in Q2 2023.
  • 679 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Empirical Asset Management's 13F filing for Q1 2025, filed 12 May 2025.