WR Wealth Planners’s Everest Group EG Stock Holding History

WR Wealth Planners’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	-9	Closed	-$3.53K	–	1125
2024 Q3	$3.53K	Hold	9	–	–	﹤0.01%	801
2024 Q2	$3.43K	Sell	9 -2	-18%	-$756	﹤0.01%	780
2024 Q1	$4.37K	Buy	+11	New	+$4.12K	﹤0.01%	745
2023 Q4	–	Sell	-5	Closed	-$1.86K	–	374
2023 Q3	$1.86K	Sell	5 -12	-71%	-$4.36K	﹤0.01%	783
2023 Q2	$5.81K	Sell	17 -12	-41%	-$4.33K	﹤0.01%	657
2023 Q1	$10.4K	Buy	29 +24	+480%	+$8.63K	﹤0.01%	545
2022 Q4	$1.66K	Hold	5	–	–	﹤0.01%	401
2022 Q3	$1.31K	Hold	5	–	–	﹤0.01%	408
2022 Q2	$1.4K	Hold	5	–	–	﹤0.01%	438
2022 Q1	$1.51K	Buy	+5	New	+$1.44K	﹤0.01%	447

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

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's EG Position: Q4 2024 in Review

WR Wealth Planners sold out of Everest Group (EG) in Q4 2024, closing a stake of 9 shares — an estimated $3.53K sold.

WR Wealth Planners first reported a position in EG in Q1 2022 and held it in 10 quarters. The position peaked at $10.4K in Q1 2023. 693 funds tracked by Wall St. Rank hold EG as of Q4 2024.

WR Wealth Planners reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 9 Everest Group shares in Q4 2024, an estimated $3.53K.
WR Wealth Planners first reported a position in Everest Group in Q1 2022 and held it in 10 quarters.
WR Wealth Planners's Everest Group position peaked at $10.4K in Q1 2023.
693 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.