Erste Asset Management’s Everest Group EG Stock Holding History

Erste Asset Management’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	-765	Closed	-$264K	–	614
2025 Q3	$264K	Sell	765 -972	-56%	-$328K	﹤0.01%	549
2025 Q2	$585K	Buy	1,737 +737	+74%	+$254K	﹤0.01%	605
2025 Q1	$362K	Hold	1,000	–	–	﹤0.01%	448
2024 Q4	$360K	Sell	1,000 -100	-9%	-$37.5K	﹤0.01%	463
2024 Q3	$435K	Sell	1,100 -200	-15%	-$76.2K	0.01%	451
2024 Q2	$495K	Hold	1,300	–	–	0.01%	421
2024 Q1	$515K	Hold	1,300	–	–	0.01%	418
2023 Q4	$458K	Hold	1,300	–	–	0.01%	432
2023 Q3	$496K	Hold	1,300	–	–	0.01%	407
2023 Q2	$442K	Sell	1,300 -207	-14%	-$74.8K	0.01%	427
2023 Q1	$537K	Buy	1,507 +807	+115%	+$290K	0.01%	419
2022 Q4	$234K	Sell	700 -500	-42%	-$156K	﹤0.01%	485
2022 Q3	$321K	Hold	1,200	–	–	0.01%	470
2022 Q2	$334K	Sell	1,200 -300	-20%	-$84.8K	0.01%	469
2022 Q1	$457K	Hold	1,500	–	–	0.01%	443
2021 Q4	$414K	Buy	+1,500	New	+$405K	0.01%	440

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

VVP

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Erste Asset Management's EG Position: Q4 2025 in Review

Erste Asset Management sold out of Everest Group (EG) in Q4 2025, closing a stake of 765 shares — an estimated $264K sold.

Erste Asset Management first reported a position in EG in Q4 2021 and held it in 16 quarters. The position peaked at $585K in Q2 2025. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

Erste Asset Management reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
Erste Asset Management sold 765 Everest Group shares in Q4 2025, an estimated $264K.
Erste Asset Management first reported a position in Everest Group in Q4 2021 and held it in 16 quarters.
Erste Asset Management's Everest Group position peaked at $585K in Q2 2025.
685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Erste Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.