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Legacy Advisors’s Everest Group EG Stock Holding History

Legacy 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 		$218K Buy
599
+31
+5% +$11K 0.02% 393
2024
Q4 		$206K Buy
+568
New +$213K 0.02% 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 $3.38T 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

Legacy Advisors's EG Position: Q1 2025 in Review

Legacy Advisors increased its Everest Group (EG) stake by 5.5% in Q1 2025, buying an estimated $11K and bringing the position to 599 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #393.

Legacy Advisors first reported a position in EG in Q4 2024 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Legacy Advisors held 599 shares of Everest Group worth $218K as of Q1 2025.
  • Legacy Advisors bought 31 Everest Group shares in Q1 2025, an estimated $11K.
  • Everest Group made up 0.02% of Legacy Advisors's portfolio in Q1 2025, its #393 holding.
  • Legacy Advisors first reported a position in Everest Group in Q4 2024 and has held it in 2 quarters since.
  • 679 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.