Aull & Monroe Investment Management’s Everest Group EG Stock Holding History

Aull & Monroe Investment Management’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 Q2	$536K	Hold	1,500	–	–	0.22%	82
2026 Q1	$490K	Hold	1,500	–	–	0.23%	80
2025 Q4	$509K	Hold	1,500	–	–	0.26%	75
2025 Q3	$525K	Hold	1,500	–	–	0.27%	73
2025 Q2	$510K	Hold	1,500	–	–	0.27%	75
2025 Q1	$545K	Hold	1,500	–	–	0.27%	76
2024 Q4	$544K	Hold	1,500	–	–	0.28%	77
2024 Q3	$588K	Hold	1,500	–	–	0.27%	77
2024 Q2	$572K	Hold	1,500	–	–	0.28%	78
2024 Q1	$596K	Hold	1,500	–	–	0.27%	77
2023 Q4	$530K	Hold	1,500	–	–	0.26%	79
2023 Q3	$558K	Hold	1,500	–	–	0.29%	76
2023 Q2	$513K	Hold	1,500	–	–	0.26%	81
2023 Q1	$537K	Hold	1,500	–	–	0.27%	77
2022 Q4	$497K	Hold	1,500	–	–	0.25%	78
2022 Q3	$394K	Hold	1,500	–	–	0.22%	86
2022 Q2	$420K	Hold	1,500	–	–	0.21%	94
2022 Q1	$452K	Hold	1,500	–	–	0.2%	94
2021 Q4	$411K	Hold	1,500	–	–	0.18%	98
2021 Q3	$376K	Hold	1,500	–	–	0.19%	98
2021 Q2	$378K	Hold	1,500	–	–	0.18%	101
2021 Q1	$372K	Hold	1,500	–	–	0.18%	99
2020 Q4	$351K	Hold	1,500	–	–	0.19%	101
2020 Q3	$296K	Hold	1,500	–	–	0.17%	104
2020 Q2	$309K	Hold	1,500	–	–	0.19%	100
2020 Q1	$289K	Hold	1,500	–	–	0.19%	97
2019 Q4	$415K	Hold	1,500	–	–	0.21%	95
2019 Q3	$399K	Buy	+1,500	New	+$379K	0.21%	97
2019 Q2	–	Sell	-1,500	Closed	-$324K	–	129
2019 Q1	$324K	Hold	1,500	–	–	0.17%	101
2018 Q4	$327K	Hold	1,500	–	–	0.19%	99
2018 Q3	$343K	Buy	+1,500	New	+$336K	0.17%	102
2018 Q2	–	Sell	-1,500	Closed	-$385K	–	132
2018 Q1	$385K	Hold	1,500	–	–	0.2%	95
2017 Q4	$332K	Hold	1,500	–	–	0.17%	101
2017 Q3	$343K	Hold	1,500	–	–	0.18%	102
2017 Q2	$382K	Hold	1,500	–	–	0.2%	98
2017 Q1	$351K	Hold	1,500	–	–	0.19%	101
2016 Q4	$325K	Hold	1,500	–	–	0.18%	100
2016 Q3	$285K	Hold	1,500	–	–	0.16%	107
2016 Q2	$274K	Hold	1,500	–	–	0.16%	106
2016 Q1	$296K	Hold	1,500	–	–	0.18%	101
2015 Q4	$275K	Hold	1,500	–	–	0.17%	101
2015 Q3	$260K	Hold	1,500	–	–	0.17%	101
2015 Q2	$275K	Hold	1,500	–	–	0.16%	100
2015 Q1	$261K	Hold	1,500	–	–	0.15%	103
2014 Q4	$255K	Buy	+1,500	New	+$253K	0.14%	107

Other funds holding EG

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Aull & Monroe Investment Management's EG Position: Q2 2026 in Review

Aull & Monroe Investment Management held its Everest Group (EG) position steady in Q2 2026 at 1,500 shares worth $536K. The position accounts for 0.22% of the portfolio, ranked #82.

Aull & Monroe Investment Management first reported a position in EG in Q4 2014 and has held it in 45 quarters since. The position peaked at $596K in Q1 2024. 194 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Aull & Monroe Investment Management held 1,500 shares of Everest Group worth $536K as of Q2 2026.
Aull & Monroe Investment Management left its Everest Group share count unchanged in Q2 2026.
Everest Group made up 0.22% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #82 holding.
Aull & Monroe Investment Management first reported a position in Everest Group in Q4 2014 and has held it in 45 quarters since.
Aull & Monroe Investment Management's Everest Group position peaked at $596K in Q1 2024.
194 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.