MCF Advisors’s Everest Group EG Stock Holding History

MCF 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	–	Sell	-2	Closed	-$725	–	939
2024 Q4	$725	Hold	2	–	–	﹤0.01%	936
2024 Q3	$784	Buy	+2	New	+$762	﹤0.01%	927
2023 Q3	–	Sell	-3	Closed	-$1.03K	–	932
2023 Q2	$1.03K	Buy	+3	New	+$1.08K	﹤0.01%	776

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

MCF Advisors's EG Position: Q1 2025 in Review

MCF Advisors sold out of Everest Group (EG) in Q1 2025, closing a stake of 2 shares — an estimated $725 sold.

MCF Advisors first reported a position in EG in Q2 2023 and held it in 3 quarters. The position peaked at $1.03K in Q2 2023. 679 funds tracked by Wall St. Rank hold EG as of Q1 2025.

MCF Advisors reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
MCF Advisors sold 2 Everest Group shares in Q1 2025, an estimated $725.
MCF Advisors first reported a position in Everest Group in Q2 2023 and held it in 3 quarters.
MCF Advisors's Everest Group position peaked at $1.03K in Q2 2023.
679 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on MCF Advisors's 13F filing for Q1 2025, filed 6 May 2025.