Sowell Financial Services’s Everest Group EG Stock Holding History

Sowell Financial Services’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 Q4	–	Sell	-810	Closed	-$284K	–	1126
2025 Q3	$284K	Sell	810 -118	-13%	-$39.8K	0.01%	832
2025 Q2	$315K	Buy	928 +293	+46%	+$101K	0.01%	762
2025 Q1	$231K	Buy	+635	New	+$224K	0.01%	877
2021 Q2	–	Sell	-2	Closed	-$1K	–	1131
2021 Q1	$1K	Sell	2 -49	-96%	-$11.7K	﹤0.01%	2927
2020 Q4	$12K	Sell	51 -4	-7%	-$883	﹤0.01%	1938
2020 Q3	$11K	Sell	55 -5	-8%	-$1.07K	﹤0.01%	1774
2020 Q2	$12K	Sell	60 -64	-52%	-$12.5K	﹤0.01%	1621
2020 Q1	$24K	Buy	124 +19	+18%	+$4.85K	﹤0.01%	1320
2019 Q4	$29K	Sell	105 -48	-31%	-$12.7K	﹤0.01%	1310
2019 Q3	$41K	Buy	+153	New	+$38.6K	﹤0.01%	1056
2017 Q2	–	Sell	-2,882	Closed	-$714K	–	260
2017 Q1	$714K	Buy	+2,882	New	+$658K	0.21%	106

Other funds holding EG

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Wellington Management Group

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

Geode Capital Management

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

Barrow, Hanley, Mewhinney & Strauss

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

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return