Alaska Permanent Fund’s Everest Group EG Stock Holding History

Alaska Permanent Fund’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 Q2	–	Sell	-7,833	Closed	-$2.81M	–	143
2025 Q1	$2.81M	Hold	7,833	–	–	0.04%	196
2024 Q4	$2.84M	Hold	7,833	–	–	0.04%	219
2024 Q3	$3.07M	Hold	7,833	–	–	0.04%	189
2024 Q2	$3.08M	Buy	7,833 +110	+1%	+$41.6K	0.05%	183
2024 Q1	$3.07M	Buy	7,723 +384	+5%	+$144K	0.05%	154
2023 Q4	$2.59M	Buy	7,339 +104	+1%	+$40.3K	0.04%	223
2023 Q3	$2.69M	Buy	7,235 +31	+0.4%	+$11.3K	0.05%	154
2023 Q2	$2.46M	Buy	+7,204	New	+$2.6M	0.05%	183
2022 Q4	$3.11M	Buy	9,400 +2	+0%	+$623	0.05%	109
2022 Q3	$2.47M	Buy	9,398 +35	+0.4%	+$9.47K	0.04%	114
2022 Q2	$2.63M	Sell	9,363 -437	-4%	-$124K	0.04%	105
2022 Q1	$2.95M	Hold	9,800	–	–	0.05%	65
2021 Q4	$2.78M	Hold	9,800	–	–	0.05%	79
2021 Q3	$2.46M	Hold	9,800	–	–	0.05%	109
2021 Q2	$2.47M	Sell	9,800 -1,400	-13%	-$364K	0.05%	97
2021 Q1	$2.77M	Hold	11,200	–	–	0.05%	170
2020 Q4	$2.62M	Hold	11,200	–	–	0.05%	161
2020 Q3	$2.21M	Buy	+11,200	New	+$2.4M	0.04%	105

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

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

Norges Bank Oslo, Norway $1T AUM

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

VVP

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Alaska Permanent Fund's EG Position: Q2 2025 in Review

Alaska Permanent Fund sold out of Everest Group (EG) in Q2 2025, closing a stake of 7,833 shares — an estimated $2.81M sold.

Alaska Permanent Fund first reported a position in EG in Q3 2020 and held it in 18 quarters. The position peaked at $3.11M in Q4 2022. 673 funds tracked by Wall St. Rank hold EG as of Q2 2025.

Alaska Permanent Fund reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
Alaska Permanent Fund sold 7,833 Everest Group shares in Q2 2025, an estimated $2.81M.
Alaska Permanent Fund first reported a position in Everest Group in Q3 2020 and held it in 18 quarters.
Alaska Permanent Fund's Everest Group position peaked at $3.11M in Q4 2022.
673 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Alaska Permanent Fund's 13F filing for Q2 2025, filed 14 Aug 2025.