Catalyst Funds Management’s Everest Group EG Stock Holding History

Catalyst Funds Management’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	-1,000	Closed	-$350K	–	400
2025 Q3	$350K	Buy	+1,000	New	+$338K	0.05%	303
2025 Q1	–	Sell	-1,400	Closed	-$507K	–	504
2024 Q4	$507K	Buy	1,400 +1,200	+600%	+$449K	0.12%	155
2024 Q3	$78.4K	Buy	+200	New	+$76.2K	0.02%	584

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

Catalyst Funds Management's EG Position: Q4 2025 in Review

Catalyst Funds Management sold out of Everest Group (EG) in Q4 2025, closing a stake of 1,000 shares — an estimated $350K sold.

Catalyst Funds Management first reported a position in EG in Q3 2024 and held it in 3 quarters. The position peaked at $507K in Q4 2024. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

Catalyst Funds Management reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
Catalyst Funds Management sold 1,000 Everest Group shares in Q4 2025, an estimated $350K.
Catalyst Funds Management first reported a position in Everest Group in Q3 2024 and held it in 3 quarters.
Catalyst Funds Management's Everest Group position peaked at $507K in Q4 2024.
685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Catalyst Funds Management's 13F filing for Q4 2025, filed 9 Feb 2026.