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Advisors Asset Management’s Everest Group EG Stock Holding History

Advisors Asset Management’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
-251
Closed -$85.3K – 1477
2025
Q2 		$85.3K Sell
251
-400
-61% -$138K ﹤0.01% 1225
2025
Q1 		$237K Sell
651
-436
-40% -$154K ﹤0.01% 1075
2024
Q4 		$394K Sell
1,087
-93
-8% -$34.8K 0.01% 978
2024
Q3 		$462K Sell
1,180
-506
-30% -$193K 0.01% 953
2024
Q2 		$642K Buy
1,686
+103
+7% +$38.9K 0.01% 833
2024
Q1 		$629K Sell
1,583
-493
-24% -$185K 0.01% 848
2023
Q4 		$734K Sell
2,076
-290
-12% -$112K 0.01% 796
2023
Q3 		$879K Sell
2,366
-725
-23% -$263K 0.02% 751
2023
Q2 		$1.06M Buy
3,091
+4
+0.1% +$1.45K 0.02% 711
2023
Q1 		$1.11M Sell
3,087
-695
-18% -$250K 0.02% 725
2022
Q4 		$1.25M Buy
3,782
+106
+3% +$33K 0.03% 663
2022
Q3 		$965K Buy
3,676
+313
+9% +$84.7K 0.02% 742
2022
Q2 		$943K Buy
3,363
+288
+9% +$81.4K 0.02% 776
2022
Q1 		$927K Buy
3,075
+808
+36% +$232K 0.01% 831
2021
Q4 		$621K Buy
2,267
+483
+27% +$131K 0.01% 943
2021
Q3 		$447K Buy
1,784
+608
+52% +$156K 0.01% 1049
2021
Q2 		$296K Buy
1,176
+521
+80% +$136K ﹤0.01% 1135
2021
Q1 		$162K Buy
+655
New +$156K ﹤0.01% 1252
2020
Q1 		– Sell
-281
Closed -$77.8K – 1526
2019
Q4 		$77.8K Sell
281
-462
-62% -$122K ﹤0.01% 1350
2019
Q3 		$198K Sell
743
-411
-36% -$104K ﹤0.01% 1191
2019
Q2 		$285K Sell
1,154
-449
-28% -$108K 0.01% 1116
2019
Q1 		$346K Sell
1,603
-70
-4% -$15.2K 0.01% 1073
2018
Q4 		$364K Sell
1,673
-97
-5% -$21.1K 0.01% 1058
2018
Q3 		$404K Sell
1,770
-442
-20% -$98.9K 0.01% 1095
2018
Q2 		$510K Sell
2,212
-460
-17% -$108K 0.01% 1043
2018
Q1 		$642K Buy
2,672
+258
+11% +$61.9K 0.01% 999
2017
Q4 		$534K Buy
2,414
+442
+22% +$99.7K 0.01% 1058
2017
Q3 		$450K Buy
1,972
+450
+30% +$113K 0.01% 1086
2017
Q2 		$387K Buy
1,522
+790
+108% +$195K 0.01% 1157
2017
Q1 		$171K Sell
732
-381
-34% -$87K ﹤0.01% 1318
2016
Q4 		$241K Sell
1,113
-870
-44% -$179K ﹤0.01% 1341
2016
Q3 		$377K Sell
1,983
-246
-11% -$46.3K 0.01% 1185
2016
Q2 		$407K Sell
2,229
-149
-6% -$27.4K 0.01% 1173
2016
Q1 		$469K Sell
2,378
-91
-4% -$16.8K 0.01% 1107
2015
Q4 		$452K Sell
2,469
-889
-26% -$162K 0.01% 1167
2015
Q3 		$582K Buy
3,358
+557
+20% +$101K 0.01% 1029
2015
Q2 		$510K Buy
2,801
+100
+4% +$18.2K 0.01% 1119
2015
Q1 		$470K Sell
2,701
-9
-0.3% -$1.58K 0.01% 1118
2014
Q4 		$462K Buy
2,710
+239
+10% +$40.3K 0.01% 1089
2014
Q3 		$400K Buy
2,471
+1,071
+77% +$173K 0.01% 1095
2014
Q2 		$225K Sell
1,400
-100
-7% -$15.8K ﹤0.01% 1249
2014
Q1 		$230K Hold
1,500
– – ﹤0.01% 1215
2013
Q4 		$234K Hold
1,500
– – ﹤0.01% 1166
2013
Q3 		$218K Sell
1,500
-100
-6% -$13.6K ﹤0.01% 1107
2013
Q2 		$205K Buy
+1,600
New +$207K ﹤0.01% 1098

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Advisors Asset Management's EG Position: Q3 2025 in Review

Advisors Asset Management sold out of Everest Group (EG) in Q3 2025, closing a stake of 251 shares — an estimated $85.3K sold.

Advisors Asset Management first reported a position in EG in Q2 2013 and held it in 45 quarters. The position peaked at $1.25M in Q4 2022. 677 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • Advisors Asset Management reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
  • Advisors Asset Management sold 251 Everest Group shares in Q3 2025, an estimated $85.3K.
  • Advisors Asset Management first reported a position in Everest Group in Q2 2013 and held it in 45 quarters.
  • Advisors Asset Management's Everest Group position peaked at $1.25M in Q4 2022.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on Advisors Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.