Level Four Advisory Services’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,678
Closed -$971K 766
2024
Q4
$971K Buy
2,678
+77
+3% +$28.8K 0.04% 353
2024
Q3
$925K Buy
2,601
+488
+23% +$186K 0.04% 372
2024
Q2
$805K Buy
+2,113
New +$799K 0.04% 385

Other funds holding EG

Level Four Advisory Services's EG Position: Q1 2025 in Review

Level Four Advisory Services sold out of Everest Group (EG) in Q1 2025, closing a stake of 2,678 shares — an estimated $971K sold.

Level Four Advisory Services first reported a position in EG in Q2 2024 and held it in 3 quarters. The position peaked at $971K in Q4 2024. 677 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Level Four Advisory Services reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • Level Four Advisory Services sold 2,678 Everest Group shares in Q1 2025, an estimated $971K.
  • Level Four Advisory Services first reported a position in Everest Group in Q2 2024 and held it in 3 quarters.
  • Level Four Advisory Services's Everest Group position peaked at $971K in Q4 2024.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Level Four Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.