Ramirez Asset Management’s Everest Group EG Stock Holding History

Ramirez Asset 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	-740	Closed	-$268K	–	389
2024 Q4	$268K	Hold	740	–	–	0.05%	192
2024 Q3	$290K	Hold	740	–	–	0.06%	188
2024 Q2	$282K	Hold	740	–	–	0.06%	184
2024 Q1	$294K	Hold	740	–	–	0.06%	194
2023 Q4	$262K	Hold	740	–	–	0.05%	209
2023 Q3	$275K	Buy	+740	New	+$269K	0.06%	197

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 $3.38T AUM 44.17% 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

Ramirez Asset Management's EG Position: Q1 2025 in Review

Ramirez Asset Management sold out of Everest Group (EG) in Q1 2025, closing a stake of 740 shares — an estimated $268K sold.

Ramirez Asset Management first reported a position in EG in Q3 2023 and held it in 6 quarters. The position peaked at $294K in Q1 2024. 679 funds tracked by Wall St. Rank hold EG as of Q1 2025.

Ramirez Asset Management reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
Ramirez Asset Management sold 740 Everest Group shares in Q1 2025, an estimated $268K.
Ramirez Asset Management first reported a position in Everest Group in Q3 2023 and held it in 6 quarters.
Ramirez Asset Management's Everest Group position peaked at $294K in Q1 2024.
679 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Ramirez Asset Management's 13F filing for Q1 2025, filed 7 May 2025.