DT Investment Partners’s Everest Group EG Stock Holding History

DT Investment Partners’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	$29.3K	Hold	82	–	–	﹤0.01%	296
2026 Q1	$26.8K	Hold	82	–	–	﹤0.01%	296
2025 Q4	$27.8K	Hold	82	–	–	﹤0.01%	305
2025 Q3	$28.7K	Hold	82	–	–	﹤0.01%	291
2025 Q2	$27.9K	Hold	82	–	–	﹤0.01%	286
2025 Q1	$29.8K	Hold	82	–	–	﹤0.01%	279
2024 Q4	$29.7K	Hold	82	–	–	﹤0.01%	285
2024 Q3	$32.1K	Sell	82 -9	-10%	-$3.43K	﹤0.01%	300
2024 Q2	$34.7K	Buy	91 +9	+11%	+$3.4K	﹤0.01%	266
2024 Q1	$32.6K	Hold	82	–	–	﹤0.01%	254
2023 Q4	$31.1K	Hold	82	–	–	﹤0.01%	250
2023 Q3	$30.5K	Hold	82	–	–	﹤0.01%	228
2023 Q2	$29.5K	Hold	82	–	–	﹤0.01%	244
2023 Q1	$31.2K	Hold	82	–	–	﹤0.01%	230
2022 Q4	$27.2K	Hold	82	–	–	﹤0.01%	238
2022 Q3	$22K	Buy	+82	New	+$22.2K	﹤0.01%	242

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

DT Investment Partners's EG Position: Q2 2026 in Review

DT Investment Partners held its Everest Group (EG) position steady in Q2 2026 at 82 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

DT Investment Partners first reported a position in EG in Q3 2022 and has held it in 16 quarters since. The position peaked at $34.7K in Q2 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

DT Investment Partners held 82 shares of Everest Group worth $29.3K as of Q2 2026.
DT Investment Partners left its Everest Group share count unchanged in Q2 2026.
Everest Group made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #296 holding.
DT Investment Partners first reported a position in Everest Group in Q3 2022 and has held it in 16 quarters since.
DT Investment Partners's Everest Group position peaked at $34.7K in Q2 2024.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.