Silver Oak Securities’s Everest Group EG Stock Holding History

Silver Oak Securities’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	-2,005	Closed	-$721K	–	669
2024 Q4	$721K	Buy	+2,005	New	+$751K	0.07%	301

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Silver Oak Securities's EG Position: Q1 2025 in Review

Silver Oak Securities sold out of Everest Group (EG) in Q1 2025, closing a stake of 2,005 shares — an estimated $721K sold.

Silver Oak Securities first reported a position in EG in Q4 2024 and held it in 1 quarter. The position peaked at $721K in Q4 2024. 677 funds tracked by Wall St. Rank hold EG as of Q1 2025.

Silver Oak Securities reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
Silver Oak Securities sold 2,005 Everest Group shares in Q1 2025, an estimated $721K.
Silver Oak Securities first reported a position in Everest Group in Q4 2024 and held it in 1 quarter.
Silver Oak Securities's Everest Group position peaked at $721K in Q4 2024.
677 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Silver Oak Securities's 13F filing for Q1 2025, filed 21 Apr 2025.