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 Q1	–	Sell	-100	Closed	-$36.2K	–	1489
2024 Q4	$36.2K	Buy	+100	New	+$37.5K	﹤0.01%	1777
2023 Q4	–	Sell	-100	Closed	-$37.2K	–	2178
2023 Q3	$37.2K	Buy	+100	New	+$36.3K	﹤0.01%	2038
2022 Q2	–	Sell	-6,100	Closed	-$1.84M	–	1903
2022 Q1	$1.84M	Buy	6,100 +1,700	+39%	+$488K	0.01%	1098
2021 Q4	$1.21M	Sell	4,400 -7,800	-64%	-$2.11M	﹤0.01%	1250
2021 Q3	$3.06M	Buy	+12,200	New	+$3.13M	0.01%	1036
2021 Q2	–	Sell	-1,800	Closed	-$446K	–	1756
2021 Q1	$446K	Sell	1,800 -100	-5%	-$23.8K	﹤0.01%	1305
2020 Q4	$445K	Sell	1,900 -900	-32%	-$199K	﹤0.01%	1278
2020 Q3	$553K	Hold	2,800	–	–	﹤0.01%	1148
2020 Q2	$577K	Buy	+2,800	New	+$545K	﹤0.01%	1058
2020 Q1	–	Sell	-1,000	Closed	-$277K	–	1199
2019 Q4	$277K	Buy	1,000 +600	+150%	+$158K	﹤0.01%	1220
2019 Q3	$106K	Buy	+400	New	+$101K	﹤0.01%	1281

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 $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

VVP

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

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

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

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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 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. 684 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.
684 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.