WhitTier Trust Company’s Everest Group EG Stock Holding History

WhitTier Trust Company’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 Q3	–	Sell	-115	Closed	-$39.1K	–	1347
2025 Q2	$39.1K	Hold	115	–	–	﹤0.01%	846
2025 Q1	$41.8K	Hold	115	–	–	﹤0.01%	820
2024 Q4	$41.7K	Sell	115 -38	-25%	-$14.2K	﹤0.01%	791
2024 Q3	$59.9K	Hold	153	–	–	﹤0.01%	712
2024 Q2	$58.3K	Hold	153	–	–	﹤0.01%	667
2024 Q1	$60.8K	Hold	153	–	–	﹤0.01%	647
2023 Q4	$54.1K	Sell	153 -140	-48%	-$54.2K	﹤0.01%	666
2023 Q3	$109K	Buy	293 +38	+15%	+$13.8K	﹤0.01%	536
2023 Q2	$87.2K	Hold	255	–	–	﹤0.01%	584
2023 Q1	$91.3K	Hold	255	–	–	﹤0.01%	570
2022 Q4	$84.5K	Hold	255	–	–	﹤0.01%	582
2022 Q3	$67K	Hold	255	–	–	﹤0.01%	621
2022 Q2	$71K	Hold	255	–	–	﹤0.01%	610
2022 Q1	$77K	Hold	255	–	–	﹤0.01%	607
2021 Q4	$70K	Hold	255	–	–	﹤0.01%	621
2021 Q3	$64K	Hold	255	–	–	﹤0.01%	633
2021 Q2	$64K	Buy	255 +21	+9%	+$5.47K	﹤0.01%	618
2021 Q1	$58K	Buy	234 +73	+45%	+$17.4K	﹤0.01%	617
2020 Q4	$38K	Buy	161 +46	+40%	+$10.2K	﹤0.01%	659
2020 Q3	$23K	Buy	+115	New	+$24.6K	﹤0.01%	720

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

VVP

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

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

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

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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

WhitTier Trust Company's EG Position: Q3 2025 in Review

WhitTier Trust Company sold out of Everest Group (EG) in Q3 2025, closing a stake of 115 shares — an estimated $39.1K sold.

WhitTier Trust Company first reported a position in EG in Q3 2020 and held it in 20 quarters. The position peaked at $109K in Q3 2023. 677 funds tracked by Wall St. Rank hold EG as of Q3 2025.

WhitTier Trust Company reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
WhitTier Trust Company sold 115 Everest Group shares in Q3 2025, an estimated $39.1K.
WhitTier Trust Company first reported a position in Everest Group in Q3 2020 and held it in 20 quarters.
WhitTier Trust Company's Everest Group position peaked at $109K in Q3 2023.
677 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.