Vermillion & White Wealth Management Group’s Everest Group EG Stock Holding History

Vermillion & White Wealth Management Group’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	-13	Closed	-$4.71K	–	535
2024 Q4	$4.71K	Buy	+13	New	+$4.87K	﹤0.01%	282
2024 Q3	–	Sell	-13	Closed	-$4.95K	–	360
2024 Q2	$4.95K	Buy	+13	New	+$4.91K	﹤0.01%	267
2024 Q1	–	Sell	-13	Closed	-$4.6K	–	353
2023 Q4	$4.6K	Buy	+13	New	+$5.03K	﹤0.01%	215

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vermillion & White Wealth Management Group's EG Position: Q1 2025 in Review

Vermillion & White Wealth Management Group sold out of Everest Group (EG) in Q1 2025, closing a stake of 13 shares — an estimated $4.71K sold.

Vermillion & White Wealth Management Group first reported a position in EG in Q4 2023 and held it in 3 quarters. The position peaked at $4.95K in Q2 2024. 679 funds tracked by Wall St. Rank hold EG as of Q1 2025.

Vermillion & White Wealth Management Group reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 13 Everest Group shares in Q1 2025, an estimated $4.71K.
Vermillion & White Wealth Management Group first reported a position in Everest Group in Q4 2023 and held it in 3 quarters.
Vermillion & White Wealth Management Group's Everest Group position peaked at $4.95K in Q2 2024.
679 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.