CAG
EG icon

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

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return