American Capital Advisory’s Everest Group EG Stock Holding History

American Capital Advisory’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	-1	Closed	-$364	–	903
2025 Q1	$364	Buy	+1	New	+$353	﹤0.01%	570

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

VVP

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

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

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

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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

American Capital Advisory's EG Position: Q2 2025 in Review

American Capital Advisory sold out of Everest Group (EG) in Q2 2025, closing a stake of 1 share — an estimated $364 sold.

American Capital Advisory first reported a position in EG in Q1 2025 and held it in 1 quarter. The position peaked at $364 in Q1 2025. 672 funds tracked by Wall St. Rank hold EG as of Q2 2025.

American Capital Advisory reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
American Capital Advisory sold 1 Everest Group share in Q2 2025, an estimated $364.
American Capital Advisory first reported a position in Everest Group in Q1 2025 and held it in 1 quarter.
American Capital Advisory's Everest Group position peaked at $364 in Q1 2025.
672 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on American Capital Advisory's 13F filing for Q2 2025, filed 5 Aug 2025.