FWG Investments’s Everest Group EG Stock Holding History

FWG Investments’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	-617	Closed	-$224K	–	65
2024 Q4	$224K	Buy	+617	New	+$231K	0.17%	116

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

FWG Investments's EG Position: Q1 2025 in Review

FWG Investments sold out of Everest Group (EG) in Q1 2025, closing a stake of 617 shares — an estimated $224K sold.

FWG Investments first reported a position in EG in Q4 2024 and held it in 1 quarter. The position peaked at $224K in Q4 2024. 677 funds tracked by Wall St. Rank hold EG as of Q1 2025.

FWG Investments reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
FWG Investments sold 617 Everest Group shares in Q1 2025, an estimated $224K.
FWG Investments first reported a position in Everest Group in Q4 2024 and held it in 1 quarter.
FWG Investments's Everest Group position peaked at $224K in Q4 2024.
677 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on FWG Investments's 13F filing for Q1 2025, filed 14 May 2025.