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Choreo LLC’s Everest Group EG Stock Holding History

Choreo LLC’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
Q1 		$335K Buy
1,024
+94
+10% +$30.9K ﹤0.01% 1179
2025
Q4 		$317K Buy
+930
New +$307K ﹤0.01% 1187
2025
Q1 		– Sell
-862
Closed -$310K – 1506
2024
Q4 		$310K Buy
862
+239
+38% +$89.5K ﹤0.01% 1167
2024
Q3 		$247K Buy
+623
New +$237K ﹤0.01% 1328

Other funds holding EG

BlackRock
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
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Choreo LLC's EG Position: Q1 2026 in Review

Choreo LLC increased its Everest Group (EG) stake by 10% in Q1 2026, buying an estimated $30.9K and bringing the position to 1,024 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Choreo LLC first reported a position in EG in Q3 2024 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Choreo LLC held 1,024 shares of Everest Group worth $335K as of Q1 2026.
  • Choreo LLC bought 94 Everest Group shares in Q1 2026, an estimated $30.9K.
  • Everest Group made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1179 holding.
  • Choreo LLC first reported a position in Everest Group in Q3 2024 and has held it in 4 quarters since.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.