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Westwood Holdings Group’s Everest Group EG Stock Holding History

Westwood Holdings 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
2024
Q4 		– Sell
-901
Closed -$353K – 488
2024
Q3 		$353K Hold
901
– – ﹤0.01% 424
2024
Q2 		$343K Hold
901
– – ﹤0.01% 406
2024
Q1 		$358K Sell
901
-6,056
-87% -$2.27M ﹤0.01% 416
2023
Q4 		$2.46M Sell
6,957
-5,711
-45% -$2.21M 0.02% 290
2023
Q3 		$4.71M Buy
12,668
+64
+0.5% +$23.2K 0.04% 252
2023
Q2 		$4.31M Sell
12,604
-161
-1% -$58.1K 0.04% 261
2023
Q1 		$4.57M Sell
12,765
-1,066
-8% -$383K 0.04% 252
2022
Q4 		$4.58M Buy
+13,831
New +$4.31M 0.04% 251
2022
Q2 		– Sell
-36,414
Closed -$11M – 465
2022
Q1 		$11M Sell
36,414
-4,400
-11% -$1.26M 0.1% 190
2021
Q4 		$11.2M Sell
40,814
-15,053
-27% -$4.07M 0.1% 193
2021
Q3 		$14M Buy
55,867
+872
+2% +$224K 0.15% 172
2021
Q2 		$13.9M Sell
54,995
-3,250
-6% -$846K 0.14% 176
2021
Q1 		$14.4M Sell
58,245
-7,972
-12% -$1.9M 0.15% 185
2020
Q4 		$15.5M Buy
66,217
+5,617
+9% +$1.24M 0.18% 164
2020
Q3 		$12M Sell
60,600
-15,053
-20% -$3.22M 0.15% 192
2020
Q2 		$15.6M Buy
75,653
+23,065
+44% +$4.49M 0.21% 155
2020
Q1 		$10.1M Sell
52,588
-4,534
-8% -$1.16M 0.15% 181
2019
Q4 		$15.8M Sell
57,122
-22,723
-28% -$5.99M 0.17% 178
2019
Q3 		$21.2M Sell
79,845
-7,872
-9% -$1.99M 0.23% 143
2019
Q2 		$21.7M Sell
87,717
-16,817
-16% -$4.04M 0.24% 140
2019
Q1 		$22.6M Sell
104,534
-8,709
-8% -$1.9M 0.23% 140
2018
Q4 		$24.7M Sell
113,243
-38,776
-26% -$8.45M 0.28% 96
2018
Q3 		$34.7M Sell
152,019
-6,459
-4% -$1.45M 0.3% 100
2018
Q2 		$36.5M Sell
158,478
-37,452
-19% -$8.79M 0.31% 104
2018
Q1 		$50.3M Buy
195,930
+48,230
+33% +$11.6M 0.41% 89
2017
Q4 		$32.7M Buy
+147,700
New +$33.3M 0.25% 118

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Westwood Holdings Group's EG Position: Q4 2024 in Review

Westwood Holdings Group sold out of Everest Group (EG) in Q4 2024, closing a stake of 901 shares — an estimated $353K sold.

Westwood Holdings Group first reported a position in EG in Q4 2017 and held it in 26 quarters. The position peaked at $50.3M in Q1 2018. 692 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • Westwood Holdings Group reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • Westwood Holdings Group sold 901 Everest Group shares in Q4 2024, an estimated $353K.
  • Westwood Holdings Group first reported a position in Everest Group in Q4 2017 and held it in 26 quarters.
  • Westwood Holdings Group's Everest Group position peaked at $50.3M in Q1 2018.
  • 692 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on Westwood Holdings Group's 13F filing for Q4 2024, filed 14 Feb 2025.