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First Trust Direct Indexing’s Everest Group EG Stock Holding History

First Trust Direct Indexing’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
-3,059
Closed -$1.2M – 275
2024
Q3 		$1.2M Sell
3,059
-150
-5% -$57.1K 0.06% 306
2024
Q2 		$1.22M Buy
3,209
+233
+8% +$88.1K 0.08% 271
2024
Q1 		$1.18M Buy
2,976
+28
+0.9% +$10.5K 0.09% 258
2023
Q4 		$1.04M Buy
2,948
+82
+3% +$31.8K 0.09% 249
2023
Q3 		$1.07M Buy
2,866
+45
+2% +$16.3K 0.12% 183
2023
Q2 		$964K Buy
2,821
+6
+0.2% +$2.17K 0.11% 217
2023
Q1 		$1.01M Buy
2,815
+12
+0.4% +$4.31K 0.12% 207
2022
Q4 		$929K Buy
2,803
+135
+5% +$42.1K 0.12% 222
2022
Q3 		$700K Buy
2,668
+87
+3% +$23.5K 0.1% 262
2022
Q2 		$723K Buy
2,581
+44
+2% +$12.4K 0.1% 265
2022
Q1 		$765K Sell
2,537
-203
-7% -$58.3K 0.09% 274
2021
Q4 		$751K Hold
2,740
– – 0.1% 259
2021
Q3 		$687K Buy
2,740
+13
+0.5% +$3.33K 0.1% 265
2021
Q2 		$687K Buy
+2,727
New +$710K 0.1% 259
2021
Q1 		– Sell
-528
Closed -$124K – 559
2020
Q4 		$124K Buy
+528
New +$117K 0.03% 442

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 $3.37T AUM 44.26% 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

First Trust Direct Indexing's EG Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Everest Group (EG) in Q4 2024, closing a stake of 3,059 shares — an estimated $1.2M sold.

First Trust Direct Indexing first reported a position in EG in Q4 2020 and held it in 15 quarters. The position peaked at $1.22M in Q2 2024. 693 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,059 Everest Group shares in Q4 2024, an estimated $1.2M.
  • First Trust Direct Indexing first reported a position in Everest Group in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's Everest Group position peaked at $1.22M in Q2 2024.
  • 693 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.