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Aspect Partners’s Everest Group EG Stock Holding History

Aspect 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
2025
Q4 		– Sell
-1
Closed -$350 – 719
2025
Q3 		$350 Hold
1
– – ﹤0.01% 685
2025
Q2 		$340 Hold
1
– – ﹤0.01% 581
2025
Q1 		$363 Hold
1
– – ﹤0.01% 569
2024
Q4 		$362 Sell
1
-2
-67% -$749 ﹤0.01% 569
2024
Q3 		$1.18K Hold
3
– – ﹤0.01% 480
2024
Q2 		$1.14K Hold
3
– – ﹤0.01% 499
2024
Q1 		$1.19K Buy
3
+2
+200% +$750 ﹤0.01% 480
2023
Q4 		$354 Buy
+1
New +$387 ﹤0.01% 516

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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

Aspect Partners's EG Position: Q4 2025 in Review

Aspect Partners sold out of Everest Group (EG) in Q4 2025, closing a stake of 1 share — an estimated $350 sold.

Aspect Partners first reported a position in EG in Q4 2023 and held it in 8 quarters. The position peaked at $1.19K in Q1 2024. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • Aspect Partners reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • Aspect Partners sold 1 Everest Group share in Q4 2025, an estimated $350.
  • Aspect Partners first reported a position in Everest Group in Q4 2023 and held it in 8 quarters.
  • Aspect Partners's Everest Group position peaked at $1.19K in Q1 2024.
  • 685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Aspect Partners's 13F filing for Q4 2025, filed 23 Jan 2026.