RCM
EG icon

Raleigh Capital Management’s Everest Group EG Stock Holding History

Raleigh Capital Management’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
-5
Closed -$1.81K – 702
2024
Q4 		$1.81K Buy
5
+3
+150% +$1.12K ﹤0.01% 841
2024
Q3 		$784 Hold
2
– – ﹤0.01% 906
2024
Q2 		$762 Hold
2
– – ﹤0.01% 878
2024
Q1 		$795 Buy
2
+1
+100% +$375 ﹤0.01% 863
2023
Q4 		$354 Buy
+1
New +$387 ﹤0.01% 1019
2022
Q4 		– Sell
-15
Closed -$4K – 797
2022
Q3 		$4K Buy
+15
New +$4.06K ﹤0.01% 523

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 $3.38T AUM 44.17% 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

Raleigh Capital Management's EG Position: Q1 2025 in Review

Raleigh Capital Management sold out of Everest Group (EG) in Q1 2025, closing a stake of 5 shares — an estimated $1.81K sold.

Raleigh Capital Management first reported a position in EG in Q3 2022 and held it in 6 quarters. The position peaked at $4K in Q3 2022. 679 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Raleigh Capital Management reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 5 Everest Group shares in Q1 2025, an estimated $1.81K.
  • Raleigh Capital Management first reported a position in Everest Group in Q3 2022 and held it in 6 quarters.
  • Raleigh Capital Management's Everest Group position peaked at $4K in Q3 2022.
  • 679 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.