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Gitterman Wealth Management’s Everest Group EG Stock Holding History

Gitterman Wealth 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
-850
Closed -$308K – 143
2024
Q4 		$308K Buy
+850
New +$318K 0.13% 72
2023
Q3 		– Sell
-718
Closed -$246K – 91
2023
Q2 		$246K Buy
+718
New +$259K 0.11% 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

Gitterman Wealth Management's EG Position: Q1 2025 in Review

Gitterman Wealth Management sold out of Everest Group (EG) in Q1 2025, closing a stake of 850 shares — an estimated $308K sold.

Gitterman Wealth Management first reported a position in EG in Q2 2023 and held it in 2 quarters. The position peaked at $308K in Q4 2024. 679 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Gitterman Wealth Management reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 850 Everest Group shares in Q1 2025, an estimated $308K.
  • Gitterman Wealth Management first reported a position in Everest Group in Q2 2023 and held it in 2 quarters.
  • Gitterman Wealth Management's Everest Group position peaked at $308K in Q4 2024.
  • 679 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Gitterman Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.