CI Investments Inc
EG icon

CI Investments Inc’s Everest Group EG Stock Holding History

CI Investments Inc’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 		$372K Buy
+1,042
New +$357K ﹤0.01% 684
2025
Q4 		– Sell
-356
Closed -$125K – 825
2025
Q3 		$125K Buy
356
+22
+7% +$7.43K ﹤0.01% 829
2025
Q2 		$114K Buy
334
+63
+23% +$21.7K ﹤0.01% 875
2025
Q1 		$98K Buy
271
+17
+7% +$6.01K ﹤0.01% 919
2024
Q4 		$92K Sell
254
-57
-18% -$21.3K ﹤0.01% 953
2024
Q3 		$122K Buy
311
+83
+36% +$31.6K ﹤0.01% 801
2024
Q2 		$87K Sell
228
-329
-59% -$124K ﹤0.01% 856
2024
Q1 		$221K Sell
557
-485
-47% -$182K ﹤0.01% 675
2023
Q4 		$368K Buy
1,042
+415
+66% +$161K ﹤0.01% 491
2023
Q3 		$233K Buy
627
+447
+248% +$162K ﹤0.01% 590
2023
Q2 		$62K Buy
180
+95
+112% +$34.3K ﹤0.01% 901
2023
Q1 		$30K Buy
85
+83
+4,150% +$29.8K ﹤0.01% 1008
2022
Q4 		$1K Hold
2
– – ﹤0.01% 1167
2022
Q3 		$1K Hold
2
– – ﹤0.01% 1185
2022
Q2 		$1K Hold
2
– – ﹤0.01% 1195
2022
Q1 		$1K Hold
2
– – ﹤0.01% 1252
2021
Q4 		$1K Hold
2
– – ﹤0.01% 1222
2021
Q3 		$1K Buy
+2
New +$513 ﹤0.01% 1194
2020
Q4 		– Sell
-448
Closed -$88K – 989
2020
Q3 		$88K Sell
448
-49
-10% -$10.5K ﹤0.01% 676
2020
Q2 		$102K Buy
497
+121
+32% +$23.6K ﹤0.01% 587
2020
Q1 		$72K Sell
376
-214
-36% -$54.6K ﹤0.01% 549
2019
Q4 		$163K Sell
590
-47
-7% -$12.4K ﹤0.01% 574
2019
Q3 		$169K Buy
+637
New +$161K ﹤0.01% 553

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

CI Investments Inc's EG Position: Q2 2026 in Review

CI Investments Inc opened a new position in Everest Group (EG) in Q2 2026: 1,042 shares worth $372K. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: CI Investments Inc previously reported a position in EG as recently as Q3 2025.

CI Investments Inc first reported a position in EG in Q3 2019 and has held it in 23 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • CI Investments Inc held 1,042 shares of Everest Group worth $372K as of Q2 2026.
  • Everest Group was a new CI Investments Inc position in Q2 2026.
  • Everest Group made up ﹤0.01% of CI Investments Inc's portfolio in Q2 2026, its #684 holding.
  • CI Investments Inc first reported a position in Everest Group in Q3 2019 and has held it in 23 quarters since.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.