CAMG
EG icon

CWA Asset Management Group’s Everest Group EG Stock Holding History

CWA Asset Management 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
Q4 		– Sell
-612
Closed -$214K – 673
2025
Q3 		$214K Sell
612
-50
-8% -$16.9K 0.01% 626
2025
Q2 		$225K Sell
662
-136
-17% -$46.9K 0.01% 599
2025
Q1 		$290K Sell
798
-90
-10% -$31.8K 0.01% 521
2024
Q4 		$322K Buy
888
+21
+2% +$7.87K 0.02% 474
2024
Q3 		$340K Buy
+867
New +$330K 0.02% 447
2024
Q1 		$353K Sell
888
-181
-17% -$67.9K 0.02% 382
2023
Q4 		$378K Buy
+1,069
New +$414K 0.03% 290

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

CWA Asset Management Group's EG Position: Q4 2025 in Review

CWA Asset Management Group sold out of Everest Group (EG) in Q4 2025, closing a stake of 612 shares — an estimated $214K sold.

CWA Asset Management Group first reported a position in EG in Q4 2023 and held it in 7 quarters. The position peaked at $378K in Q4 2023. 684 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • CWA Asset Management Group reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • CWA Asset Management Group sold 612 Everest Group shares in Q4 2025, an estimated $214K.
  • CWA Asset Management Group first reported a position in Everest Group in Q4 2023 and held it in 7 quarters.
  • CWA Asset Management Group's Everest Group position peaked at $378K in Q4 2023.
  • 684 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on CWA Asset Management Group's 13F filing for Q4 2025, filed 7 Jan 2026.