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Trivium Point Advisory’s Everest Group EG Stock Holding History

Trivium Point Advisory’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
-715
Closed -$259K – 340
2024
Q4 		$259K Sell
715
-73
-9% -$27.3K 0.03% 301
2024
Q3 		$292K Buy
788
+18
+2% +$6.86K 0.04% 285
2024
Q2 		$293K Buy
+770
New +$291K 0.04% 251

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Trivium Point Advisory's EG Position: Q1 2025 in Review

Trivium Point Advisory sold out of Everest Group (EG) in Q1 2025, closing a stake of 715 shares — an estimated $259K sold.

Trivium Point Advisory first reported a position in EG in Q2 2024 and held it in 3 quarters. The position peaked at $293K in Q2 2024. 677 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Trivium Point Advisory reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • Trivium Point Advisory sold 715 Everest Group shares in Q1 2025, an estimated $259K.
  • Trivium Point Advisory first reported a position in Everest Group in Q2 2024 and held it in 3 quarters.
  • Trivium Point Advisory's Everest Group position peaked at $293K in Q2 2024.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Trivium Point Advisory's 13F filing for Q1 2025, filed 13 May 2025.