CJ
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Caitlin John’s Everest Group EG Stock Holding History

Caitlin John’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
Q1 		$10.7K Hold
33
– – 0.01% 518
2025
Q4 		$11K Buy
33
+1
+3% +$330 0.01% 526
2025
Q3 		$11.3K Buy
+32
New +$10.8K 0.01% 475
2025
Q1 		– Sell
-32
Closed -$11.6K – 307
2024
Q4 		$11.6K Hold
32
– – 0.01% 456
2024
Q3 		$11.9K Hold
32
– – 0.01% 467
2024
Q2 		$12.1K Hold
32
– – 0.01% 432
2024
Q1 		$12.6K Sell
32
-2
-6% -$750 0.01% 419
2023
Q4 		$11.9K Buy
+34
New +$13.2K 0.01% 413

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caitlin John's EG Position: Q1 2026 in Review

Caitlin John held its Everest Group (EG) position steady in Q1 2026 at 33 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #518.

Caitlin John first reported a position in EG in Q4 2023 and has held it in 8 quarters since. The position peaked at $12.6K in Q1 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Caitlin John held 33 shares of Everest Group worth $10.7K as of Q1 2026.
  • Caitlin John left its Everest Group share count unchanged in Q1 2026.
  • Everest Group made up 0.01% of Caitlin John's portfolio in Q1 2026, its #518 holding.
  • Caitlin John first reported a position in Everest Group in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's Everest Group position peaked at $12.6K in Q1 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.