Everstar Asset Management’s Information Services Group III Stock Holding History

Everstar Asset Management’s Portfolio III Stock Details III Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$96.4K	Hold	23,465	–	–	0.05%	199
2026 Q1	$90.1K	Sell	23,465 -2,343	-9%	-$11.5K	0.05%	183
2025 Q4	$210K	Buy	25,808 +2,343	+10%	+$13.2K	0.11%	172
2025 Q3	$135K	Hold	23,465	–	–	0.08%	181
2025 Q2	$113K	Buy	23,465 +7,877	+51%	+$33.9K	0.07%	187
2025 Q1	$60.9K	Buy	+15,588	New	+$51.2K	0.04%	182

Other funds holding III

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

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

CIC

Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Everstar Asset Management's III Position: Q2 2026 in Review

Everstar Asset Management held its Information Services Group (III) position steady in Q2 2026 at 23,465 shares worth $96.4K. The position accounts for 0.05% of the portfolio, ranked #199.

Everstar Asset Management first reported a position in III in Q1 2025 and has held it in 6 quarters since. The position peaked at $210K in Q4 2025. 138 funds tracked by Wall St. Rank hold III as of Q2 2026.

Everstar Asset Management held 23,465 shares of Information Services Group worth $96.4K as of Q2 2026.
Everstar Asset Management left its Information Services Group share count unchanged in Q2 2026.
Information Services Group made up 0.05% of Everstar Asset Management's portfolio in Q2 2026, its #199 holding.
Everstar Asset Management first reported a position in Information Services Group in Q1 2025 and has held it in 6 quarters since.
Everstar Asset Management's Information Services Group position peaked at $210K in Q4 2025.
138 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.