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Venturi Wealth Management’s Everest Group EG Stock Holding History

Venturi Wealth 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
-28
Closed -$10.2K – 925
2024
Q4 		$10.2K Sell
28
-50
-64% -$18.7K ﹤0.01% 1428
2024
Q3 		$30.6K Sell
78
-8
-9% -$3.05K ﹤0.01% 905
2024
Q2 		$32.8K Buy
86
+74
+617% +$28K ﹤0.01% 799
2024
Q1 		$4.77K Sell
12
-5
-29% -$1.88K ﹤0.01% 1103
2023
Q4 		$6.01K Buy
+17
New +$6.58K ﹤0.01% 991
2023
Q2 		– Sell
-4
Closed -$1.43K – 1179
2023
Q1 		$1.43K Buy
+4
New +$1.44K ﹤0.01% 1061

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 $3.38T AUM 44.17% 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

Venturi Wealth Management's EG Position: Q1 2025 in Review

Venturi Wealth Management sold out of Everest Group (EG) in Q1 2025, closing a stake of 28 shares — an estimated $10.2K sold.

Venturi Wealth Management first reported a position in EG in Q1 2023 and held it in 6 quarters. The position peaked at $32.8K in Q2 2024. 679 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Venturi Wealth Management reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 28 Everest Group shares in Q1 2025, an estimated $10.2K.
  • Venturi Wealth Management first reported a position in Everest Group in Q1 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Everest Group position peaked at $32.8K in Q2 2024.
  • 679 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.