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Wedmont Private Capital’s Everest Group EG Stock Holding History

Wedmont Private Capital’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
-734
Closed -$259K – 726
2024
Q4 		$259K Buy
734
+96
+15% +$36K 0.01% 580
2024
Q3 		$238K Buy
638
+29
+5% +$11K 0.01% 577
2024
Q2 		$232K Sell
609
-5
-0.8% -$1.89K 0.01% 571
2024
Q1 		$228K Sell
614
-1
-0.2% -$375 0.02% 531
2023
Q4 		$229K Buy
615
+44
+8% +$17K 0.02% 494
2023
Q3 		$223K Sell
571
-25
-4% -$9.07K 0.02% 451
2023
Q2 		$210K Sell
596
-10
-2% -$3.61K 0.02% 461
2023
Q1 		$221K Buy
+606
New +$218K 0.03% 419

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

Wedmont Private Capital's EG Position: Q1 2025 in Review

Wedmont Private Capital sold out of Everest Group (EG) in Q1 2025, closing a stake of 734 shares — an estimated $259K sold.

Wedmont Private Capital first reported a position in EG in Q1 2023 and held it in 8 quarters. The position peaked at $259K in Q4 2024. 679 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Wedmont Private Capital reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • Wedmont Private Capital sold 734 Everest Group shares in Q1 2025, an estimated $259K.
  • Wedmont Private Capital first reported a position in Everest Group in Q1 2023 and held it in 8 quarters.
  • Wedmont Private Capital's Everest Group position peaked at $259K in Q4 2024.
  • 679 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Wedmont Private Capital's 13F filing for Q1 2025, filed 14 Apr 2025.