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Laird Norton Wetherby Wealth Management’s Everest Group EG Stock Holding History

Laird Norton Wetherby 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
2024
Q4 		– Sell
-542
Closed -$212K – 914
2024
Q3 		$212K Sell
542
-7
-1% -$2.67K 0.01% 849
2024
Q2 		$209K Buy
549
+6
+1% +$2.27K 0.01% 839
2024
Q1 		$216K Sell
543
-59
-10% -$22.1K 0.01% 861
2023
Q4 		$213K Buy
602
+11
+2% +$4.26K 0.01% 838
2023
Q3 		$220K Sell
591
-13
-2% -$4.72K 0.01% 793
2023
Q2 		$206K Buy
+604
New +$218K 0.01% 840
2020
Q1 		– Sell
-1,040
Closed -$288K – 704
2019
Q4 		$288K Sell
1,040
-22
-2% -$5.8K 0.03% 549
2019
Q3 		$283K Hold
1,062
– – 0.03% 565
2019
Q2 		$263K Buy
1,062
+35
+3% +$8.4K 0.03% 577
2019
Q1 		$222K Sell
1,027
-33
-3% -$7.18K 0.03% 591
2018
Q4 		$231K Sell
1,060
-99
-9% -$21.6K 0.03% 541
2018
Q3 		$265K Sell
1,159
-233
-17% -$52.1K 0.03% 537
2018
Q2 		$321K Buy
1,392
+175
+14% +$41.1K 0.04% 453
2018
Q1 		$313K Sell
1,217
-124
-9% -$29.8K 0.04% 465
2017
Q4 		$297K Buy
1,341
+90
+7% +$20.3K 0.04% 475
2017
Q3 		$286K Sell
1,251
-44
-3% -$11.1K 0.04% 472
2017
Q2 		$330K Buy
1,295
+25
+2% +$6.17K 0.06% 406
2017
Q1 		$297K Sell
1,270
-135
-10% -$30.8K 0.05% 431
2016
Q4 		$304K Sell
1,405
-54
-4% -$11.1K 0.06% 404
2016
Q3 		$277K Buy
1,459
+260
+22% +$48.9K 0.06% 405
2016
Q2 		$219K Sell
1,199
-164
-12% -$30.1K 0.05% 439
2016
Q1 		$269K Sell
1,363
-684
-33% -$126K 0.06% 363
2015
Q4 		$375K Sell
2,047
-242
-11% -$44K 0.09% 265
2015
Q3 		$397K Buy
2,289
+325
+17% +$58.8K 0.1% 244
2015
Q2 		$357K Buy
1,964
+301
+18% +$54.8K 0.09% 270
2015
Q1 		$289K Buy
1,663
+346
+26% +$60.8K 0.07% 326
2014
Q4 		$224K Buy
+1,317
New +$222K 0.06% 385

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

Laird Norton Wetherby Wealth Management's EG Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Everest Group (EG) in Q4 2024, closing a stake of 542 shares — an estimated $212K sold.

Laird Norton Wetherby Wealth Management first reported a position in EG in Q4 2014 and held it in 27 quarters. The position peaked at $397K in Q3 2015. 693 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 542 Everest Group shares in Q4 2024, an estimated $212K.
  • Laird Norton Wetherby Wealth Management first reported a position in Everest Group in Q4 2014 and held it in 27 quarters.
  • Laird Norton Wetherby Wealth Management's Everest Group position peaked at $397K in Q3 2015.
  • 693 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.