Capital Fund Management (CFM)’s Everest Group EG Stock Holding History

Capital Fund Management (CFM)’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
2020 Q3	–	Sell	-11,800	Closed	-$2.43M	–	1246
2020 Q2	$2.43M	Buy	+11,800	New	+$2.3M	0.04%	443
2020 Q1	–	Sell	-1,700	Closed	-$471K	–	1669
2019 Q4	$471K	Buy	+1,700	New	+$448K	﹤0.01%	1416
2019 Q3	–	Sell	-2,100	Closed	-$519K	–	1716
2019 Q2	$519K	Buy	+2,100	New	+$504K	﹤0.01%	1209
2018 Q3	–	Sell	-4,100	Closed	-$945K	–	2035
2018 Q2	$945K	Buy	+4,100	New	+$962K	﹤0.01%	1356

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

Capital Fund Management (CFM)'s EG Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in Everest Group (EG) in Q1 2026: 33,386 shares worth $10.9M. The stake represents 0.05% of the portfolio and ranks #519 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in EG as recently as Q3 2025.

Capital Fund Management (CFM) first reported a position in EG in Q2 2013 and has held it in 25 quarters since. The position peaked at $20.8M in Q2 2024. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Capital Fund Management (CFM) held 33,386 shares of Everest Group worth $10.9M as of Q1 2026.
Everest Group was a new Capital Fund Management (CFM) position in Q1 2026.
Everest Group made up 0.05% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #519 holding.
Capital Fund Management (CFM) first reported a position in Everest Group in Q2 2013 and has held it in 25 quarters since.
Capital Fund Management (CFM)'s Everest Group position peaked at $20.8M in Q2 2024.
664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.