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Blueshift Asset Management’s Everest Group EG Stock Holding History

Blueshift Asset 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
2025
Q3 		– Sell
-1,178
Closed -$400K – 492
2025
Q2 		$400K Buy
+1,178
New +$406K 0.12% 225
2025
Q1 		– Sell
-1,015
Closed -$368K – 440
2024
Q4 		$368K Buy
1,015
+396
+64% +$148K 0.13% 212
2024
Q3 		$243K Sell
619
-242
-28% -$92.2K 0.06% 314
2024
Q2 		$328K Buy
+861
New +$325K 0.11% 229
2023
Q3 		– Sell
-1,058
Closed -$362K – 316
2023
Q2 		$362K Buy
+1,058
New +$382K 0.14% 180
2022
Q1 		– Sell
-1,130
Closed -$310K – 909
2021
Q4 		$310K Sell
1,130
-1,477
-57% -$399K 0.03% 612
2021
Q3 		$654K Buy
2,607
+344
+15% +$88.2K 0.04% 540
2021
Q2 		$570K Buy
+2,263
New +$589K 0.03% 520
2021
Q1 		– Sell
-1,450
Closed -$339K – 900
2020
Q4 		$339K Sell
1,450
-5,921
-80% -$1.31M 0.04% 505
2020
Q3 		$1.46M Buy
+7,371
New +$1.58M 0.2% 151
2019
Q3 		– Sell
-5,212
Closed -$1.29M – 779
2019
Q2 		$1.29M Sell
5,212
-806
-13% -$193K 0.17% 194
2019
Q1 		$1.3M Buy
+6,018
New +$1.31M 0.18% 181

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AQR Capital Management
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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
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
AGA
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