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Boothbay Fund Management’s Everest Group EG Stock Holding History

Boothbay Fund 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 		– Sell
-1,043
Closed -$341K – 2350
2026
Q1 		$341K Buy
+1,043
New +$343K ﹤0.01% 1554
2024
Q1 		– Sell
-2,350
Closed -$831K – 1665
2023
Q4 		$831K Buy
+2,350
New +$910K 0.02% 787
2018
Q2 		– Sell
-800
Closed -$205K – 779
2018
Q1 		$205K Buy
+800
New +$192K 0.02% 604
2017
Q3 		– Sell
-851
Closed -$217K – 641
2017
Q2 		$217K Buy
+851
New +$210K 0.05% 531
2017
Q1 		– Sell
-1,244
Closed -$269K – 793
2016
Q4 		$269K Buy
+1,244
New +$256K 0.06% 447

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Boothbay Fund Management's EG Position: Q2 2026 in Review

Boothbay Fund Management sold out of Everest Group (EG) in Q2 2026, closing a stake of 1,043 shares — an estimated $341K sold.

Boothbay Fund Management first reported a position in EG in Q4 2016 and held it in 5 quarters. The position peaked at $831K in Q4 2023. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Boothbay Fund Management reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Boothbay Fund Management sold 1,043 Everest Group shares in Q2 2026, an estimated $341K.
  • Boothbay Fund Management first reported a position in Everest Group in Q4 2016 and held it in 5 quarters.
  • Boothbay Fund Management's Everest Group position peaked at $831K in Q4 2023.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Boothbay Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.