Center For Asset Management’s Everest Group EG Stock Holding History

Center For Asset 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
2026 Q2	$320K	Sell	895 -37	-4%	-$12.7K	0.14%	120
2026 Q1	$305K	Buy	932 +42	+5%	+$13.8K	0.15%	115
2025 Q4	$302K	Sell	890 -1,463	-62%	-$483K	0.16%	114
2025 Q3	$824K	Buy	2,353 +46	+2%	+$15.5K	0.44%	52
2025 Q2	$830K	Buy	2,307 +41	+2%	+$14.1K	0.51%	44
2025 Q1	$823K	Sell	2,266 -88	-4%	-$31.1K	0.5%	46
2024 Q4	$853K	Buy	2,354 +22	+0.9%	+$8.24K	0.55%	42
2024 Q3	$914K	Buy	2,332 +1,089	+88%	+$415K	0.55%	43
2024 Q2	$474K	Buy	1,243 +43	+4%	+$16.3K	0.31%	73
2024 Q1	$477K	Sell	1,200 -104	-8%	-$39K	0.39%	60
2023 Q4	$461K	Buy	+1,304	New	+$505K	0.42%	55

Other funds holding EG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GAI

General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Center For Asset Management's EG Position: Q2 2026 in Review

Center For Asset Management reduced its Everest Group (EG) stake by 4% in Q2 2026, selling an estimated $12.7K and leaving 895 shares worth $320K. The position accounts for 0.14% of the portfolio, ranked #120.

Center For Asset Management first reported a position in EG in Q4 2023 and has held it in 11 quarters since. The position peaked at $914K in Q3 2024. 233 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Center For Asset Management held 895 shares of Everest Group worth $320K as of Q2 2026.
Center For Asset Management sold 37 Everest Group shares in Q2 2026, an estimated $12.7K.
Everest Group made up 0.14% of Center For Asset Management's portfolio in Q2 2026, its #120 holding.
Center For Asset Management first reported a position in Everest Group in Q4 2023 and has held it in 11 quarters since.
Center For Asset Management's Everest Group position peaked at $914K in Q3 2024.
233 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.