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Petrus Trust Company’s Everest Group EG Stock Holding History

Petrus Trust Company’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
-1,732
Closed -$628K – 653
2024
Q4 		$628K Sell
1,732
-283
-14% -$106K 0.06% 135
2024
Q3 		$790K Buy
+2,015
New +$768K 0.08% 72

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State Street
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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

Petrus Trust Company's EG Position: Q1 2025 in Review

Petrus Trust Company sold out of Everest Group (EG) in Q1 2025, closing a stake of 1,732 shares — an estimated $628K sold.

Petrus Trust Company first reported a position in EG in Q3 2024 and held it in 2 quarters. The position peaked at $790K in Q3 2024. 677 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Petrus Trust Company reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • Petrus Trust Company sold 1,732 Everest Group shares in Q1 2025, an estimated $628K.
  • Petrus Trust Company first reported a position in Everest Group in Q3 2024 and held it in 2 quarters.
  • Petrus Trust Company's Everest Group position peaked at $790K in Q3 2024.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.