Caldwell Trust’s Everest Group EG Stock Holding History

Caldwell Trust’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	$20.3K	Hold	62	–	–	﹤0.01%	597
2025 Q4	$21K	Hold	62	–	–	﹤0.01%	577
2025 Q3	$21.7K	Hold	62	–	–	﹤0.01%	565
2025 Q2	$21.1K	Hold	62	–	–	﹤0.01%	556
2025 Q1	$22.5K	Hold	62	–	–	﹤0.01%	547
2024 Q4	$22.5K	Hold	62	–	–	﹤0.01%	535
2024 Q3	$24.3K	Hold	62	–	–	﹤0.01%	536
2024 Q2	$23.6K	Hold	62	–	–	﹤0.01%	525
2024 Q1	$24.6K	Hold	62	–	–	﹤0.01%	536
2023 Q4	$21.9K	Hold	62	–	–	﹤0.01%	543
2023 Q3	$23K	Hold	62	–	–	﹤0.01%	526
2023 Q2	$21.2K	Hold	62	–	–	﹤0.01%	547
2023 Q1	$22.2K	Hold	62	–	–	﹤0.01%	540
2022 Q4	$20.5K	Hold	62	–	–	﹤0.01%	530
2022 Q3	$16.3K	Sell	62 -82	-57%	-$22.2K	﹤0.01%	554
2022 Q2	$40.4K	Hold	144	–	–	0.01%	475
2022 Q1	$43.4K	Sell	144 -1	-0.7%	-$287	0.01%	482
2021 Q4	$39.7K	Hold	145	–	–	﹤0.01%	493
2021 Q3	$36.4K	Hold	145	–	–	﹤0.01%	492
2021 Q2	$36.5K	Hold	145	–	–	﹤0.01%	496
2021 Q1	$35.9K	Hold	145	–	–	0.01%	483
2020 Q4	$33.9K	Hold	145	–	–	0.01%	470
2020 Q3	$28.6K	Hold	145	–	–	﹤0.01%	484
2020 Q2	$29.9K	Hold	145	–	–	0.01%	486
2020 Q1	$27.9K	Hold	145	–	–	0.01%	501
2019 Q4	$40.1K	Buy	+145	New	+$38.3K	0.01%	490

Other funds holding EG

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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caldwell Trust's EG Position: Q1 2026 in Review

Caldwell Trust held its Everest Group (EG) position steady in Q1 2026 at 62 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Caldwell Trust first reported a position in EG in Q4 2019 and has held it in 26 quarters since. The position peaked at $43.4K in Q1 2022. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Caldwell Trust held 62 shares of Everest Group worth $20.3K as of Q1 2026.
Caldwell Trust left its Everest Group share count unchanged in Q1 2026.
Everest Group made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #597 holding.
Caldwell Trust first reported a position in Everest Group in Q4 2019 and has held it in 26 quarters since.
Caldwell Trust's Everest Group position peaked at $43.4K in Q1 2022.
664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.