Number of Shares
58,214.00
Current Holdings Value*
$20.89 Mil
% of Portfolio
5.28%
Total Estimate Gain
$-6.99 Mil
% of Total Estimate Gain
-12.98%

Vulcan Value Partners Fund's Everest Group Ltd Holding Summary

As of 2025-04-30, FINANCIAL INVESTORS TRUST held 58,214.00 shares of Everest Group Ltd(EG), totaling $20.89 Mil. This investment constitutes 5.28% of their stock portfolio, and FINANCIAL INVESTORS TRUST now holds 0.14% of the outstanding Everest Group Ltd(EG) stock.

The initial trade took place in 2019Q4. And since then Vulcan Value Partners Fund has made 4 purchases of EG, at an average price of $291.39, for a total of 184,778.00 shares. In addition, there have been 2 sales at an average price of $216.88 for 126,564.00 shares. Based on historical transaction data and EG's current price of $333.31, Vulcan Value Partners Fund's estimated gain on his EG holdings is $-6.99 Mil, reflecting a -12.98% gain to date.

Vulcan Value Partners Fund EG ($333.31) Holding Chart

Vulcan Value Partners Fund EG ($333.31) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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