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Ameritas Investment Partners’s Everest Group EG Stock Holding History

Ameritas Investment Partners’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 		$123K Hold
376
– – ﹤0.01% 1560
2025
Q4 		$128K Sell
376
-25
-6% -$8.26K ﹤0.01% 1553
2025
Q3 		$140K Hold
401
– – ﹤0.01% 1468
2025
Q2 		$136K Sell
401
-37
-8% -$12.8K ﹤0.01% 1540
2025
Q1 		$159K Hold
438
– – 0.01% 1412
2024
Q4 		$159K Hold
438
– – 0.01% 1468
2024
Q3 		$172K Sell
438
-44
-9% -$16.8K 0.01% 1421
2024
Q2 		$184K Hold
482
– – 0.01% 1327
2024
Q1 		$192K Hold
482
– – 0.01% 1317
2023
Q4 		$170K Sell
482
-43
-8% -$16.7K 0.01% 1378
2023
Q3 		$195K Hold
525
– – 0.01% 1190
2023
Q2 		$179K Buy
525
+40
+8% +$14.4K 0.01% 1204
2023
Q1 		$174K Hold
485
– – 0.01% 1188
2022
Q4 		$164K Hold
485
– – 0.01% 1266
2022
Q3 		$127K Sell
485
-63
-11% -$17K 0.01% 1325
2022
Q2 		$153K Hold
548
– – 0.01% 1224
2022
Q1 		$165K Hold
548
– – 0.01% 1296
2021
Q4 		$150K Hold
548
– – 0.01% 1423
2021
Q3 		$137K Hold
548
– – 0.01% 1494
2021
Q2 		$138K Sell
548
-76
-12% -$19.8K 0.01% 1523
2021
Q1 		$155K Hold
624
– – 0.01% 1375
2020
Q4 		$146K Hold
624
– – 0.01% 1324
2020
Q3 		$123K Sell
624
-84
-12% -$18K 0.01% 1306
2020
Q2 		$146K Hold
708
– – 0.01% 1183
2020
Q1 		$136K Hold
708
– – 0.01% 1103
2019
Q4 		$196K Hold
708
– – 0.01% 1099
2019
Q3 		$188K Hold
708
– – 0.01% 1086
2019
Q2 		$175K Sell
708
-60
-8% -$14.4K 0.01% 1137
2019
Q1 		$166K Hold
768
– – 0.01% 1150
2018
Q4 		$167K Hold
768
– – 0.01% 1061
2018
Q3 		$175K Hold
768
– – 0.01% 1175
2018
Q2 		$177K Sell
768
-81
-10% -$19K 0.01% 1136
2018
Q1 		$218K Sell
849
-77
-8% -$18.5K 0.01% 1029
2017
Q4 		$205K Hold
926
– – 0.01% 1072
2017
Q3 		$233K Hold
926
– – 0.01% 974
2017
Q2 		$236K Sell
926
-11,127
-92% -$2.75M 0.01% 980
2017
Q1 		$2.82M Sell
12,053
-268
-2% -$61.2K 0.14% 142
2016
Q4 		$2.67M Sell
12,321
-302
-2% -$62.2K 0.13% 159
2016
Q3 		$2.4M Buy
12,623
+5,928
+89% +$1.11M 0.13% 164
2016
Q2 		$1.22M Buy
6,695
+248
+4% +$45.6K 0.08% 245
2016
Q1 		$1.27M Sell
6,447
-55
-0.8% -$10.2K 0.08% 234
2015
Q4 		$1.19M Sell
6,502
-160
-2% -$29.1K 0.08% 247
2015
Q3 		$1.16M Hold
6,662
– – 0.08% 245
2015
Q2 		$1.21M Sell
6,662
-56
-0.8% -$10.2K 0.08% 259
2015
Q1 		$1.17M Sell
6,718
-6,134
-48% -$1.08M 0.08% 264
2014
Q4 		$2.19M Buy
12,852
+6,123
+91% +$1.03M 0.15% 149
2014
Q3 		$1.09M Sell
6,729
-137
-2% -$22.2K 0.08% 268
2014
Q2 		$1.1M Sell
6,866
-363
-5% -$57.4K 0.08% 263
2014
Q1 		$1.11M Sell
7,229
-317
-4% -$46.8K 0.09% 269
2013
Q4 		$1.18M Sell
7,546
-150
-2% -$22.9K 0.09% 259
2013
Q3 		$1.12M Buy
+7,696
New +$1.04M 0.11% 244

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameritas Investment Partners's EG Position: Q1 2026 in Review

Ameritas Investment Partners held its Everest Group (EG) position steady in Q1 2026 at 376 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Ameritas Investment Partners first reported a position in EG in Q3 2013 and has held it in 51 quarters since. The position peaked at $2.82M in Q1 2017. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Ameritas Investment Partners held 376 shares of Everest Group worth $123K as of Q1 2026.
  • Ameritas Investment Partners left its Everest Group share count unchanged in Q1 2026.
  • Everest Group made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1560 holding.
  • Ameritas Investment Partners first reported a position in Everest Group in Q3 2013 and has held it in 51 quarters since.
  • Ameritas Investment Partners's Everest Group position peaked at $2.82M in Q1 2017.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.