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Pathway Financial Advisers’s Everest Group EG Stock Holding History

Pathway Financial Advisers’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
-35
Closed -$12.7K – 223
2024
Q4 		$12.7K Sell
35
-13,679
-100% -$5.12M ﹤0.01% 342
2024
Q3 		$35 Buy
13,714
+13,679
+39,083% +$5.21M ﹤0.01% 414
2024
Q2 		$13.3K Hold
35
– – ﹤0.01% 321
2024
Q1 		$13.9K Hold
35
– – 0.01% 320
2023
Q4 		$12.4K Hold
35
– – ﹤0.01% 342
2023
Q3 		$13K Buy
+35
New +$12.7K 0.01% 333
2023
Q1 		$12.5K Hold
35
– – 0.01% 357
2022
Q4 		$11.6K Buy
+35
New +$10.9K ﹤0.01% 394

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 $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

Pathway Financial Advisers's EG Position: Q1 2025 in Review

Pathway Financial Advisers sold out of Everest Group (EG) in Q1 2025, closing a stake of 35 shares — an estimated $12.7K sold.

Pathway Financial Advisers first reported a position in EG in Q4 2022 and held it in 8 quarters. The position peaked at $13.9K in Q1 2024. 679 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Pathway Financial Advisers reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 35 Everest Group shares in Q1 2025, an estimated $12.7K.
  • Pathway Financial Advisers first reported a position in Everest Group in Q4 2022 and held it in 8 quarters.
  • Pathway Financial Advisers's Everest Group position peaked at $13.9K in Q1 2024.
  • 679 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.