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Synergy Asset Management’s Everest Group EG Stock Holding History

Synergy 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
-44
Closed -$17.2K – 275
2024
Q4 		$17.2K Buy
+44
New +$16.5K ﹤0.01% 385
2024
Q1 		– Sell
-28,038
Closed -$9.91M – 134
2023
Q4 		$9.91M Buy
+28,038
New +$10.9M 1.78% 23

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 $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

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

Synergy Asset Management sold out of Everest Group (EG) in Q1 2025, closing a stake of 44 shares — an estimated $17.2K sold.

Synergy Asset Management first reported a position in EG in Q4 2023 and held it in 2 quarters. The position peaked at $9.91M in Q4 2023. 679 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Synergy Asset Management reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 44 Everest Group shares in Q1 2025, an estimated $17.2K.
  • Synergy Asset Management first reported a position in Everest Group in Q4 2023 and held it in 2 quarters.
  • Synergy Asset Management's Everest Group position peaked at $9.91M in Q4 2023.
  • 679 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.