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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

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Blueshift Asset Management's EG Position: Q3 2025 in Review

Blueshift Asset Management sold out of Everest Group (EG) in Q3 2025, closing a stake of 1,178 shares — an estimated $400K sold.

Blueshift Asset Management first reported a position in EG in Q1 2019 and held it in 12 quarters. The position peaked at $1.46M in Q3 2020. 677 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • Blueshift Asset Management reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
  • Blueshift Asset Management sold 1,178 Everest Group shares in Q3 2025, an estimated $400K.
  • Blueshift Asset Management first reported a position in Everest Group in Q1 2019 and held it in 12 quarters.
  • Blueshift Asset Management's Everest Group position peaked at $1.46M in Q3 2020.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on Blueshift Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.