Capstone Investment Advisors’s Everest Group EG Stock Holding History

Capstone Investment Advisors’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 Q4	–	Sell	-1,435	Closed	-$503K	–	1726
2025 Q3	$503K	Buy	+1,435	New	+$484K	﹤0.01%	1371
2025 Q2	–	Sell	-13,316	Closed	-$4.84M	–	1630
2025 Q1	$4.84M	Buy	13,316 +11,418	+602%	+$4.03M	0.01%	462
2024 Q4	$688K	Buy	1,898 +1,189	+168%	+$445K	﹤0.01%	1197
2024 Q3	$278K	Sell	709 -611	-46%	-$233K	﹤0.01%	1446
2024 Q2	$503K	Sell	1,320 -1,435	-52%	-$542K	﹤0.01%	1307
2024 Q1	$1.1M	Buy	2,755 +1,330	+93%	+$499K	﹤0.01%	1093
2023 Q4	$504K	Buy	1,425 +484	+51%	+$187K	﹤0.01%	1338
2023 Q3	$350K	Buy	+941	New	+$342K	﹤0.01%	1517
2022 Q1	–	Sell	-179	Closed	-$51.4K	–	2084
2021 Q4	$49K	Buy	179 +169	+1,690%	+$45.7K	﹤0.01%	1725
2021 Q3	$3K	Buy	+10	New	+$2.56K	﹤0.01%	1994
2017 Q4	–	Sell	-3,500	Closed	-$799K	–	532
2017 Q3	$799K	Sell	3,500 -2,956	-46%	-$745K	0.03%	252
2017 Q2	$1.64M	Buy	+6,456	New	+$1.59M	0.04%	271
2017 Q1	–	Sell	-3,400	Closed	-$735K	–	944
2016 Q4	$735K	Buy	+3,400	New	+$701K	0.02%	495

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Capstone Investment Advisors's EG Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Everest Group (EG) in Q4 2025, closing a stake of 1,435 shares — an estimated $503K sold.

Capstone Investment Advisors first reported a position in EG in Q4 2016 and held it in 13 quarters. The position peaked at $4.84M in Q1 2025. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

Capstone Investment Advisors reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
Capstone Investment Advisors sold 1,435 Everest Group shares in Q4 2025, an estimated $503K.
Capstone Investment Advisors first reported a position in Everest Group in Q4 2016 and held it in 13 quarters.
Capstone Investment Advisors's Everest Group position peaked at $4.84M in Q1 2025.
685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.