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Csenge Advisory Group’s Everest Group EG Stock Holding History

Csenge Advisory Group’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
2025
Q3 		– Sell
-912
Closed -$317K – 702
2025
Q2 		$317K Buy
912
+17
+2% +$5.87K 0.02% 541
2025
Q1 		$313K Sell
895
-161
-15% -$56.9K 0.02% 521
2024
Q4 		$383K Buy
1,056
+57
+6% +$21.3K 0.02% 497
2024
Q3 		$394K Sell
999
-240
-19% -$91.4K 0.02% 485
2024
Q2 		$472K Buy
1,239
+27
+2% +$10.2K 0.03% 414
2024
Q1 		$482K Sell
1,212
-26
-2% -$9.75K 0.03% 444
2023
Q4 		$438K Buy
+1,238
New +$479K 0.03% 433
2018
Q4 		– Sell
-4
Closed – – 546
2018
Q3 		$0 Buy
+4
New +$895 ﹤0.01% 1183

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Csenge Advisory Group's EG Position: Q3 2025 in Review

Csenge Advisory Group sold out of Everest Group (EG) in Q3 2025, closing a stake of 912 shares — an estimated $317K sold.

Csenge Advisory Group first reported a position in EG in Q3 2018 and held it in 8 quarters. The position peaked at $482K in Q1 2024. 677 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • Csenge Advisory Group reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 912 Everest Group shares in Q3 2025, an estimated $317K.
  • Csenge Advisory Group first reported a position in Everest Group in Q3 2018 and held it in 8 quarters.
  • Csenge Advisory Group's Everest Group position peaked at $482K in Q1 2024.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.