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Lindbrook Capital’s Everest Group EG Stock Holding History

Lindbrook Capital’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 		$129K Buy
355
+270
+318% +$95.4K 0.01% 569
2024
Q4 		$30.8K Sell
85
-3
-3% -$1.12K ﹤0.01% 1039
2024
Q3 		$34.5K Sell
88
-31
-26% -$11.8K ﹤0.01% 999
2024
Q2 		$45.3K Buy
119
+48
+68% +$18.1K ﹤0.01% 839
2024
Q1 		$28.2K Sell
71
-34
-32% -$12.7K ﹤0.01% 1039
2023
Q4 		$37.1K Buy
105
+41
+64% +$15.9K ﹤0.01% 876
2023
Q3 		$23.8K Buy
64
+1
+2% +$363 ﹤0.01% 990
2023
Q2 		$21.5K Sell
63
-2
-3% -$722 ﹤0.01% 1051
2023
Q1 		$23.3K Buy
65
+2
+3% +$719 ﹤0.01% 993
2022
Q4 		$20.9K Buy
63
+55
+688% +$17.1K ﹤0.01% 1037
2022
Q3 		$2K Sell
8
-1
-11% -$271 ﹤0.01% 2037
2022
Q2 		$3K Buy
9
+3
+50% +$848 ﹤0.01% 1770
2022
Q1 		$2K Hold
6
– – ﹤0.01% 1977
2021
Q4 		$2K Hold
6
– – ﹤0.01% 1761
2021
Q3 		$2K Hold
6
– – ﹤0.01% 1522
2021
Q2 		$2K Hold
6
– – ﹤0.01% 1575
2021
Q1 		$1K Hold
6
– – ﹤0.01% 1701
2020
Q4 		$1K Hold
6
– – ﹤0.01% 1601
2020
Q3 		$1K Hold
6
– – ﹤0.01% 1538
2020
Q2 		$1K Hold
6
– – ﹤0.01% 1542
2020
Q1 		$1K Hold
6
– – ﹤0.01% 1435
2019
Q4 		$2K Hold
6
– – ﹤0.01% 1277
2019
Q3 		$2K Hold
6
– – ﹤0.01% 1252
2019
Q2 		$1K Hold
6
– – ﹤0.01% 1317
2019
Q1 		$1K Hold
6
– – ﹤0.01% 1295
2018
Q4 		$1K Buy
+6
New +$1.31K ﹤0.01% 1247

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 $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Lindbrook Capital's EG Position: Q1 2025 in Review

Lindbrook Capital increased its Everest Group (EG) stake by 318% in Q1 2025, buying an estimated $95.4K and bringing the position to 355 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #569.

Lindbrook Capital first reported a position in EG in Q4 2018 and has held it in 26 quarters since. 678 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Lindbrook Capital held 355 shares of Everest Group worth $129K as of Q1 2025.
  • Lindbrook Capital bought 270 Everest Group shares in Q1 2025, an estimated $95.4K.
  • Everest Group made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #569 holding.
  • Lindbrook Capital first reported a position in Everest Group in Q4 2018 and has held it in 26 quarters since.
  • 678 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.