Atwood & Palmer’s Everest Group EG Stock Holding History

Atwood & Palmer’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 Q3	–	Sell	-21	Closed	-$7.14K	–	501
2025 Q2	$7.14K	Buy	+21	New	+$7.25K	﹤0.01%	424
2025 Q1	–	Sell	-31	Closed	-$11.2K	–	458
2024 Q4	$11.2K	Hold	31	–	–	﹤0.01%	331
2024 Q3	$12.1K	Buy	+31	New	+$11.8K	﹤0.01%	324
2022 Q2	–	Sell	-59	Closed	-$18K	–	403
2022 Q1	$18K	Hold	59	–	–	﹤0.01%	321
2021 Q4	$16K	Hold	59	–	–	﹤0.01%	335
2021 Q3	$15K	Hold	59	–	–	﹤0.01%	329
2021 Q2	$15K	Hold	59	–	–	﹤0.01%	309
2021 Q1	$15K	Buy	+59	New	+$14K	﹤0.01%	319

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

AQR Capital Management

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

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return