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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Oslo, Norway $935B AUM

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