AlphaGrep UK’s Everest Group EG Stock Holding History

AlphaGrep UK’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 Q3	–	Sell	-1,293	Closed	-$462K	–	812
2026 Q2	$462K	Sell	1,293 -14	-1%	-$4.79K	0.14%	266
2026 Q1	$427K	Buy	1,307 +229	+21%	+$75.4K	0.12%	333
2025 Q4	$366K	Buy	+1,078	New	+$356K	0.12%	323

Other funds holding EG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

AlphaGrep UK's EG Position: Q3 2026 in Review

AlphaGrep UK sold out of Everest Group (EG) in Q3 2026, closing a stake of 1,293 shares — an estimated $462K sold.

AlphaGrep UK first reported a position in EG in Q4 2025 and held it in 3 quarters. The position peaked at $462K in Q2 2026. 580 funds tracked by Wall St. Rank hold EG as of Q3 2026.

AlphaGrep UK reported no remaining Everest Group position as of Q3 2026 after selling out during the quarter.
AlphaGrep UK sold 1,293 Everest Group shares in Q3 2026, an estimated $462K.
AlphaGrep UK first reported a position in Everest Group in Q4 2025 and held it in 3 quarters.
AlphaGrep UK's Everest Group position peaked at $462K in Q2 2026.
580 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.