Envestnet Portfolio Solutions
EG icon

Envestnet Portfolio Solutions’s Everest Group EG Stock Holding History

Envestnet Portfolio Solutions’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
-561
Closed -$220K – 1743
2024
Q3 		$220K Sell
561
-193
-26% -$73.5K ﹤0.01% 1604
2024
Q2 		$287K Buy
754
+103
+16% +$38.9K ﹤0.01% 1405
2024
Q1 		$259K Buy
651
+6
+0.9% +$2.25K ﹤0.01% 1433
2023
Q4 		$228K Buy
+645
New +$250K ﹤0.01% 1441

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

Envestnet Portfolio Solutions's EG Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Everest Group (EG) in Q4 2024, closing a stake of 561 shares — an estimated $220K sold.

Envestnet Portfolio Solutions first reported a position in EG in Q4 2023 and held it in 4 quarters. The position peaked at $287K in Q2 2024. 693 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 561 Everest Group shares in Q4 2024, an estimated $220K.
  • Envestnet Portfolio Solutions first reported a position in Everest Group in Q4 2023 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's Everest Group position peaked at $287K in Q2 2024.
  • 693 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.