Vista Investment Partners’s Everest Group EG Stock Holding History

Vista Investment Partners’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	-7,985	Closed	-$2.89M	–	159
2024 Q4	$2.89M	Buy	7,985 +166	+2%	+$62.2K	0.9%	44
2024 Q3	$3.06M	Buy	7,819 +86	+1%	+$32.8K	0.98%	39
2024 Q2	$2.95M	Buy	7,733 +126	+2%	+$47.6K	0.98%	37
2024 Q1	$3.02M	Buy	7,607 +111	+1%	+$41.6K	1.03%	37
2023 Q4	$2.65M	Buy	+7,496	New	+$2.9M	0.97%	40

Other funds holding EG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

VVP

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Vista Investment Partners's EG Position: Q1 2025 in Review

Vista Investment Partners sold out of Everest Group (EG) in Q1 2025, closing a stake of 7,985 shares — an estimated $2.89M sold.

Vista Investment Partners first reported a position in EG in Q4 2023 and held it in 5 quarters. The position peaked at $3.06M in Q3 2024. 677 funds tracked by Wall St. Rank hold EG as of Q1 2025.

Vista Investment Partners reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
Vista Investment Partners sold 7,985 Everest Group shares in Q1 2025, an estimated $2.89M.
Vista Investment Partners first reported a position in Everest Group in Q4 2023 and held it in 5 quarters.
Vista Investment Partners's Everest Group position peaked at $3.06M in Q3 2024.
677 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Vista Investment Partners's 13F filing for Q1 2025, filed 17 Apr 2025.