AGF Management’s Everest Group EG Stock Holding History

AGF 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
2026 Q1	$3.36M	Buy	10,270 +580	+6%	+$191K	0.02%	389
2025 Q4	$3.29M	Buy	9,690 +381	+4%	+$126K	0.01%	321
2025 Q3	$3.26M	Buy	9,309 +653	+8%	+$220K	0.01%	381
2025 Q2	$2.94M	Buy	8,656 +510	+6%	+$176K	0.01%	409
2025 Q1	$2.96M	Buy	8,146 +1,556	+24%	+$550K	0.02%	320
2024 Q4	$2.39M	Sell	6,590 -1,392	-17%	-$521K	0.01%	436
2024 Q3	$3.13M	Buy	7,982 +1,318	+20%	+$502K	0.02%	413
2024 Q2	$2.54M	Sell	6,664 -4,799	-42%	-$1.81M	0.01%	347
2024 Q1	$4.56M	Buy	11,463 +3,123	+37%	+$1.17M	0.03%	278
2023 Q4	$2.95M	Sell	8,340 -1,734	-17%	-$672K	0.02%	394
2023 Q3	$3.74M	Sell	10,074 -739	-7%	-$268K	0.03%	278
2023 Q2	$3.7M	Sell	10,813 -1,154	-10%	-$417K	0.03%	328
2023 Q1	$4.28M	Sell	11,967 -3,149	-21%	-$1.13M	0.03%	281
2022 Q4	$5.01M	Buy	+15,116	New	+$4.71M	0.04%	255

Other funds holding EG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return