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Diversified Trust’s Everest Group EG Stock Holding History

Diversified Trust’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
Q2 		$336K Sell
941
-68
-7% -$23.3K 0.01% 877
2026
Q1 		$330K Sell
1,009
-2
-0.2% -$658 0.01% 819
2025
Q4 		$343K Sell
1,011
-2,327
-70% -$768K 0.01% 789
2025
Q3 		$1.17M Buy
3,338
+262
+9% +$88.5K 0.02% 380
2025
Q2 		$1.05M Sell
3,076
-92
-3% -$31.7K 0.02% 367
2025
Q1 		$1.15M Sell
3,168
-2,155
-40% -$762K 0.03% 323
2024
Q4 		$1.93M Sell
5,323
-101
-2% -$37.8K 0.05% 237
2024
Q3 		$2.13M Buy
5,424
+440
+9% +$168K 0.05% 219
2024
Q2 		$1.9M Buy
4,984
+905
+22% +$342K 0.05% 217
2024
Q1 		$1.62M Sell
4,079
-278
-6% -$104K 0.05% 228
2023
Q4 		$1.54M Sell
4,357
-425
-9% -$165K 0.05% 205
2023
Q3 		$1.78M Sell
4,782
-17
-0.4% -$6.17K 0.07% 166
2023
Q2 		$1.64M Sell
4,799
-133
-3% -$48K 0.06% 176
2023
Q1 		$1.77M Sell
4,932
-236
-5% -$84.8K 0.07% 164
2022
Q4 		$1.71M Sell
5,168
-684
-12% -$213K 0.07% 154
2022
Q3 		$1.54M Sell
5,852
-750
-11% -$203K 0.07% 146
2022
Q2 		$1.85M Sell
6,602
-52
-0.8% -$14.7K 0.08% 132
2022
Q1 		$2M Buy
6,654
+1,603
+32% +$461K 0.07% 142
2021
Q4 		$1.38M Sell
5,051
-15
-0.3% -$4.05K 0.05% 200
2021
Q3 		$1.27M Hold
5,066
– – 0.05% 194
2021
Q2 		$1.28M Sell
5,066
-6
-0.1% -$1.56K 0.05% 199
2021
Q1 		$1.26M Buy
5,072
+200
+4% +$47.6K 0.05% 184
2020
Q4 		$1.14M Sell
4,872
-3
-0.1% -$662 0.05% 186
2020
Q3 		$963K Buy
4,875
+227
+5% +$48.6K 0.04% 188
2020
Q2 		$958K Buy
4,648
+1,271
+38% +$248K 0.05% 159
2020
Q1 		$650K Buy
3,377
+782
+30% +$200K 0.04% 168
2019
Q4 		$718K Buy
2,595
+340
+15% +$89.7K 0.03% 178
2019
Q3 		$600K Hold
2,255
– – 0.03% 171
2019
Q2 		$557K Buy
2,255
+245
+12% +$58.8K 0.03% 183
2019
Q1 		$434K Buy
2,010
+10
+0.5% +$2.18K 0.02% 206
2018
Q4 		$436K Buy
2,000
+80
+4% +$17.4K 0.02% 189
2018
Q3 		$439K Buy
1,920
+280
+17% +$62.7K 0.02% 187
2018
Q2 		$378K Buy
1,640
+490
+43% +$115K 0.02% 196
2018
Q1 		$295K Buy
1,150
+240
+26% +$57.6K 0.02% 236
2017
Q4 		$201K Buy
+910
New +$205K 0.01% 288

Other funds holding EG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Diversified Trust's EG Position: Q2 2026 in Review

Diversified Trust reduced its Everest Group (EG) stake by 6.7% in Q2 2026, selling an estimated $23.3K and leaving 941 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #877.

Diversified Trust first reported a position in EG in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.13M in Q3 2024. 69 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Diversified Trust held 941 shares of Everest Group worth $336K as of Q2 2026.
  • Diversified Trust sold 68 Everest Group shares in Q2 2026, an estimated $23.3K.
  • Everest Group made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #877 holding.
  • Diversified Trust first reported a position in Everest Group in Q4 2017 and has held it in 35 quarters since.
  • Diversified Trust's Everest Group position peaked at $2.13M in Q3 2024.
  • 69 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.