Asset Management One’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.57M | Sell |
17,039
-448
| -3% | -$147K | 0.02% | 570 |
|
|
2025
Q4 | $5.95M | Buy |
17,487
+67
| +0.4% | +$22.1K | 0.02% | 585 |
|
|
2025
Q3 | $6.1M | Sell |
17,420
-534
| -3% | -$180K | 0.02% | 571 |
|
|
2025
Q2 | $6.1M | Sell |
17,954
-433
| -2% | -$149K | 0.02% | 572 |
|
|
2025
Q1 | $6.68M | Buy |
18,387
+506
| +3% | +$179K | 0.02% | 532 |
|
|
2024
Q4 | $6.44M | Buy |
17,881
+1,567
| +10% | +$587K | 0.02% | 545 |
|
|
2024
Q3 | $6.39M | Sell |
16,314
-98
| -0.6% | -$37.3K | 0.02% | 545 |
|
|
2024
Q2 | $6.25M | Buy |
16,412
+388
| +2% | +$147K | 0.02% | 526 |
|
|
2024
Q1 | $6.37M | Sell |
16,024
-925
| -5% | -$347K | 0.02% | 530 |
|
|
2023
Q4 | $5.98M | Buy |
16,949
+212
| +1% | +$82.1K | 0.02% | 547 |
|
|
2023
Q3 | $6.22M | Sell |
16,737
-200
| -1% | -$72.6K | 0.03% | 515 |
|
|
2023
Q2 | $5.79M | Buy |
16,937
+1,776
| +12% | +$641K | 0.02% | 545 |
|
|
2023
Q1 | $5.43M | Sell |
15,161
-1,937
| -11% | -$696K | 0.02% | 555 |
|
|
2022
Q4 | $5.72M | Buy |
17,098
+13
| +0.1% | +$4.05K | 0.03% | 525 |
|
|
2022
Q3 | $4.48M | Sell |
17,085
-609
| -3% | -$165K | 0.02% | 581 |
|
|
2022
Q2 | $4.96M | Buy |
17,694
+403
| +2% | +$114K | 0.02% | 580 |
|
|
2022
Q1 | $5.21M | Sell |
17,291
-478
| -3% | -$137K | 0.02% | 627 |
|
|
2021
Q4 | $4.91M | Sell |
17,769
-1,477
| -8% | -$399K | 0.02% | 674 |
|
|
2021
Q3 | $4.83M | Sell |
19,246
-6,856
| -26% | -$1.76M | 0.02% | 668 |
|
|
2021
Q2 | $6.58M | Buy |
26,102
+860
| +3% | +$224K | 0.02% | 598 |
|
|
2021
Q1 | $6.25M | Sell |
25,242
-4,258
| -14% | -$1.01M | 0.02% | 601 |
|
|
2020
Q4 | $6.77M | Sell |
29,500
-535
| -2% | -$118K | 0.03% | 566 |
|
|
2020
Q3 | $5.93M | Sell |
30,035
-434
| -1% | -$92.9K | 0.03% | 540 |
|
|
2020
Q2 | $6.29M | Sell |
30,469
-1,566
| -5% | -$305K | 0.03% | 502 |
|
|
2020
Q1 | $6.16M | Buy |
32,035
+2,253
| +8% | +$575K | 0.04% | 448 |
|
|
2019
Q4 | $8.24M | Sell |
29,782
-5,893
| -17% | -$1.55M | 0.04% | 473 |
|
|
2019
Q3 | $9.49M | Buy |
35,675
+3,898
| +12% | +$984K | 0.05% | 410 |
|
|
2019
Q2 | $7.86M | Buy |
31,777
+11,663
| +58% | +$2.8M | 0.04% | 475 |
|
|
2019
Q1 | $4.35M | Sell |
20,114
-38,952
| -66% | -$8.48M | 0.02% | 616 |
|
|
2018
Q4 | $12.9M | Sell |
59,066
-561
| -0.9% | -$122K | 0.03% | 534 |
|
|
2018
Q3 | $13.6M | Buy |
59,627
+422
| +0.7% | +$94.4K | 0.03% | 568 |
|
|
2018
Q2 | $13.6M | Buy |
59,205
+675
| +1% | +$158K | 0.03% | 560 |
|
|
2018
Q1 | $15M | Sell |
58,530
-59
| -0.1% | -$14.2K | 0.03% | 521 |
|
|
2017
Q4 | $13M | Sell |
58,589
-992
| -2% | -$224K | 0.03% | 588 |
|
|
2017
Q3 | $13.6M | Buy |
59,581
+467
| +0.8% | +$118K | 0.03% | 542 |
|
|
2017
Q2 | $15M | Buy |
59,114
+257
| +0.4% | +$63.4K | 0.04% | 482 |
|
|
2017
Q1 | $13.8M | Sell |
58,857
-9,532
| -14% | -$2.18M | 0.04% | 502 |
|
|
2016
Q4 | $14.8M | Buy |
68,389
+64,331
| +1,585% | +$13.3M | 0.04% | 485 |
|
|
2016
Q3 | $772K | Sell |
4,058
-40
| -1% | -$7.52K | 0.01% | 932 |
|
|
2016
Q2 | $717K | Buy |
4,098
+249
| +6% | +$45.8K | 0.01% | 959 |
|
|
2016
Q1 | $757K | Hold |
3,849
| – | – | 0.01% | 955 |
|
|
2015
Q4 | $718K | Buy |
3,849
+611
| +19% | +$111K | 0.01% | 977 |
|
|
2015
Q3 | $557K | Sell |
3,238
-400
| -11% | -$72.4K | 0.01% | 1025 |
|
|
2015
Q2 | $660K | Sell |
3,638
-179
| -5% | -$32.6K | 0.01% | 1021 |
|
|
2015
Q1 | $671K | Sell |
3,817
-101
| -3% | -$17.7K | 0.01% | 1012 |
|
|
2014
Q4 | $671K | Sell |
3,918
-46
| -1% | -$7.76K | 0.01% | 967 |
|
|
2014
Q3 | $635K | Buy |
3,964
+726
| +22% | +$118K | 0.01% | 953 |
|
|
2014
Q2 | $516K | Hold |
3,238
| – | – | 0.01% | 931 |
|
|
2014
Q1 | $486K | Sell |
3,238
-2,388
| -42% | -$353K | 0.01% | 922 |
|
|
2013
Q4 | $865K | Sell |
5,626
-158
| -3% | -$24.1K | 0.01% | 785 |
|
|
2013
Q3 | $841K | Sell |
5,784
-1,271
| -18% | -$172K | 0.01% | 793 |
|
|
2013
Q2 | $907K | Buy |
+7,055
| New | +$912K | 0.01% | 713 |
|
Other funds holding EG
VCM
VPM
VVP
Asset Management One's EG Position: Q1 2026 in Review
Asset Management One reduced its Everest Group (EG) stake by 2.6% in Q1 2026, selling an estimated $147K and leaving 17,039 shares worth $5.57M. The position accounts for 0.02% of the portfolio, ranked #570.
Asset Management One first reported a position in EG in Q2 2013 and has held it in 52 quarters since. The position peaked at $15M in Q2 2017. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.
- Asset Management One held 17,039 shares of Everest Group worth $5.57M as of Q1 2026.
- Asset Management One sold 448 Everest Group shares in Q1 2026, an estimated $147K.
- Everest Group made up 0.02% of Asset Management One's portfolio in Q1 2026, its #570 holding.
- Asset Management One first reported a position in Everest Group in Q2 2013 and has held it in 52 quarters since.
- Asset Management One's Everest Group position peaked at $15M in Q2 2017.
- 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.
Based on Asset Management One's 13F filing for Q1 2026, filed 8 May 2026.