Crewe Advisors’s Everest Group EG Stock Holding History

Crewe Advisors’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	$981	Hold	3	–	–	﹤0.01%	960
2025 Q4	$1.02K	Hold	3	–	–	﹤0.01%	984
2025 Q3	$1.05K	Sell	3 -25	-89%	-$8.44K	﹤0.01%	908
2025 Q2	$9.52K	Buy	+28	New	+$9.66K	﹤0.01%	468
2024 Q4	–	Sell	-14	Closed	-$5.49K	–	695
2024 Q3	$5.49K	Hold	14	–	–	﹤0.01%	569
2024 Q2	$5.33K	Hold	14	–	–	﹤0.01%	786
2024 Q1	$5.57K	Buy	+14	New	+$5.25K	﹤0.01%	710
2020 Q4	–	Sell	-7	Closed	-$1K	–	515
2020 Q3	$1K	Buy	+7	New	+$1.5K	﹤0.01%	577
2020 Q1	–	Sell	-13	Closed	-$4K	–	198
2019 Q4	$4K	Buy	+13	New	+$3.43K	﹤0.01%	196

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