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Covestor’s Everest Group EG Stock Holding History

Covestor’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 		$59K Sell
179
-47
-21% -$15.5K 0.04% 595
2025
Q4 		$77K Buy
226
+192
+565% +$63.4K 0.04% 704
2025
Q3 		$12K Sell
34
-80
-70% -$27K 0.01% 1492
2025
Q2 		$39K Sell
114
-501
-81% -$173K 0.02% 990
2025
Q1 		$224K Buy
615
+1
+0.2% +$353 0.15% 121
2024
Q4 		$223K Buy
614
+94
+18% +$35.2K 0.14% 132
2024
Q3 		$204K Buy
520
+43
+9% +$16.4K 0.13% 164
2024
Q2 		$182K Buy
477
+317
+198% +$120K 0.12% 184
2024
Q1 		$64K Sell
160
-77
-32% -$28.9K 0.04% 778
2023
Q4 		$84K Buy
237
+165
+229% +$63.9K 0.06% 600
2023
Q3 		$27K Buy
72
+44
+157% +$16K 0.02% 1011
2023
Q2 		$10K Sell
28
-229
-89% -$82.7K 0.01% 1425
2023
Q1 		$92K Buy
257
+43
+20% +$15.5K 0.08% 424
2022
Q4 		$71K Sell
214
-243
-53% -$75.7K 0.06% 578
2022
Q3 		$120K Buy
457
+454
+15,133% +$123K 0.11% 266
2022
Q2 		$1K Hold
3
– – ﹤0.01% 1706
2022
Q1 		$1K Buy
3
+1
+50% +$287 ﹤0.01% 1784
2021
Q4 		$1K Buy
+2
New +$541 ﹤0.01% 1720

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

Covestor's EG Position: Q1 2026 in Review

Covestor reduced its Everest Group (EG) stake by 21% in Q1 2026, selling an estimated $15.5K and leaving 179 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #595.

Covestor first reported a position in EG in Q4 2021 and has held it in 18 quarters since. The position peaked at $224K in Q1 2025. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Covestor held 179 shares of Everest Group worth $59K as of Q1 2026.
  • Covestor sold 47 Everest Group shares in Q1 2026, an estimated $15.5K.
  • Everest Group made up 0.04% of Covestor's portfolio in Q1 2026, its #595 holding.
  • Covestor first reported a position in Everest Group in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Everest Group position peaked at $224K in Q1 2025.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.