Clough Capital Partners’s Everest Group EG Stock Holding History

Clough Capital Partners’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	$8.99M	Sell	27,505 -360	-1%	-$118K	0.87%	35
2025 Q4	$9.46M	Sell	27,865 -12,420	-31%	-$4.1M	0.85%	40
2025 Q3	$14.1M	Buy	40,285 +490	+1%	+$165K	1.26%	33
2025 Q2	$13.5M	Sell	39,795 -1,238	-3%	-$427K	1.36%	29
2025 Q1	$14.9M	Sell	41,033 -11,830	-22%	-$4.18M	1.88%	18
2024 Q4	$19.2M	Sell	52,863 -4,300	-8%	-$1.61M	2.19%	12
2024 Q3	$22.4M	Buy	57,163 +7,810	+16%	+$2.98M	2.29%	11
2024 Q2	$18.8M	Buy	49,353 +16,554	+50%	+$6.26M	2.05%	11
2024 Q1	$13M	Buy	+32,799	New	+$12.3M	1.43%	27

Other funds holding EG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return