EP Wealth Advisors’s Everest Group EG Stock Holding History

EP Wealth Advisors’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	-728	Closed	-$264K	–	1311
2024 Q4	$264K	Sell	728 -43	-6%	-$16.1K	﹤0.01%	930
2024 Q3	$302K	Buy	+771	New	+$294K	﹤0.01%	858

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

EP Wealth Advisors's EG Position: Q1 2025 in Review

EP Wealth Advisors sold out of Everest Group (EG) in Q1 2025, closing a stake of 728 shares — an estimated $264K sold.

EP Wealth Advisors first reported a position in EG in Q3 2024 and held it in 2 quarters. The position peaked at $302K in Q3 2024. 677 funds tracked by Wall St. Rank hold EG as of Q1 2025.

EP Wealth Advisors reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
EP Wealth Advisors sold 728 Everest Group shares in Q1 2025, an estimated $264K.
EP Wealth Advisors first reported a position in Everest Group in Q3 2024 and held it in 2 quarters.
EP Wealth Advisors's Everest Group position peaked at $302K in Q3 2024.
677 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.