EF
EG icon

Empowered Funds’s Everest Group EG Stock Holding History

Empowered Funds’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
Q1 		$10.4M Sell
31,845
-6,795
-18% -$2.24M 0.07% 377
2025
Q4 		$13.1M Buy
38,640
+6,754
+21% +$2.23M 0.22% 90
2025
Q3 		$11.2M Buy
31,886
+5,623
+21% +$1.9M 0.11% 191
2025
Q2 		$8.93M Buy
26,263
+2,234
+9% +$771K 0.1% 236
2025
Q1 		$8.73M Sell
24,029
-5,604
-19% -$1.98M 0.12% 197
2024
Q4 		$10.7M Buy
29,633
+20,011
+208% +$7.49M 0.16% 127
2024
Q3 		$3.77M Buy
9,622
+7,158
+291% +$2.73M 0.06% 447
2024
Q2 		$939K Buy
2,464
+266
+12% +$101K 0.02% 880
2024
Q1 		$874K Sell
2,198
-90
-4% -$33.7K 0.02% 934
2023
Q4 		$809K Buy
+2,288
New +$886K 0.02% 851

Other funds holding EG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return