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Signature Estate & Investment Advisors’s Everest Group EG Stock Holding History

Signature Estate & Investment Advisors’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
-5,137
Closed -$1.86M – 556
2024
Q4 		$1.86M Buy
5,137
+231
+5% +$86.5K 0.05% 140
2024
Q3 		$1.92M Sell
4,906
-2,930
-37% -$1.12M 0.04% 133
2024
Q2 		$2.99M Buy
7,836
+307
+4% +$116K 0.07% 99
2024
Q1 		$2.99M Buy
7,529
+493
+7% +$185K 0.08% 70
2023
Q4 		$2.49M Sell
7,036
-109
-2% -$42.2K 0.07% 77
2023
Q3 		$2.66M Buy
7,145
+291
+4% +$106K 0.09% 63
2023
Q2 		$2.34M Buy
6,854
+247
+4% +$89.2K 0.08% 74
2023
Q1 		$2.37M Sell
6,607
-640
-9% -$230K 0.08% 68
2022
Q4 		$2.4M Sell
7,247
-884
-11% -$275K 0.09% 73
2022
Q3 		$2.13M Buy
8,131
+49
+0.6% +$13.3K 0.1% 66
2022
Q2 		$2.27M Buy
8,082
+52
+0.6% +$14.7K 0.11% 61
2022
Q1 		$2.42M Buy
+8,030
New +$2.31M 0.11% 61

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 $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

Signature Estate & Investment Advisors's EG Position: Q1 2025 in Review

Signature Estate & Investment Advisors sold out of Everest Group (EG) in Q1 2025, closing a stake of 5,137 shares — an estimated $1.86M sold.

Signature Estate & Investment Advisors first reported a position in EG in Q1 2022 and held it in 12 quarters. The position peaked at $2.99M in Q1 2024. 678 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Signature Estate & Investment Advisors reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 5,137 Everest Group shares in Q1 2025, an estimated $1.86M.
  • Signature Estate & Investment Advisors first reported a position in Everest Group in Q1 2022 and held it in 12 quarters.
  • Signature Estate & Investment Advisors's Everest Group position peaked at $2.99M in Q1 2024.
  • 678 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.