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Orion Portfolio Solutions’s Everest Group EG Stock Holding History

Orion Portfolio Solutions’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 		$1.3M Buy
3,578
+598
+20% +$211K 0.01% 935
2024
Q4 		$1.08M Buy
2,980
+851
+40% +$319K 0.01% 1010
2024
Q3 		$834K Sell
2,129
-47
-2% -$17.9K 0.01% 1136
2024
Q2 		$829K Buy
2,176
+61
+3% +$23.1K 0.01% 1063
2024
Q1 		$841K Sell
2,115
-140
-6% -$52.5K 0.01% 1060
2023
Q4 		$840K Sell
2,255
-188
-8% -$72.8K 0.01% 1024
2023
Q3 		$908K Sell
2,443
-106
-4% -$38.5K 0.01% 969
2023
Q2 		$871K Sell
2,549
-246
-9% -$88.8K 0.01% 1005
2023
Q1 		$1M Buy
+2,795
New +$1M 0.01% 871
2020
Q3 		– Sell
-18
Closed -$4K – 869
2020
Q2 		$4K Buy
18
+13
+260% +$2.53K ﹤0.01% 1541
2020
Q1 		$1K Buy
+5
New +$1.28K ﹤0.01% 1701

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Orion Portfolio Solutions's EG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Everest Group (EG) stake by 20% in Q1 2025, buying an estimated $211K and bringing the position to 3,578 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #935.

Orion Portfolio Solutions first reported a position in EG in Q1 2020 and has held it in 11 quarters since. 678 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Orion Portfolio Solutions held 3,578 shares of Everest Group worth $1.3M as of Q1 2025.
  • Orion Portfolio Solutions bought 598 Everest Group shares in Q1 2025, an estimated $211K.
  • Everest Group made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #935 holding.
  • Orion Portfolio Solutions first reported a position in Everest Group in Q1 2020 and has held it in 11 quarters since.
  • 678 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.