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Foster & Motley’s Everest Group EG Stock Holding History

Foster & Motley’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 		$927K Sell
2,837
-219
-7% -$72.1K 0.05% 238
2025
Q4 		$1.04M Sell
3,056
-480
-14% -$159K 0.06% 224
2025
Q3 		$1.24M Sell
3,536
-295
-8% -$99.6K 0.07% 207
2025
Q2 		$1.3M Sell
3,831
-235
-6% -$81.1K 0.08% 209
2025
Q1 		$1.48M Sell
4,066
-1,011
-20% -$357K 0.09% 189
2024
Q4 		$1.84M Sell
5,077
-3,840
-43% -$1.44M 0.12% 160
2024
Q3 		$3.49M Sell
8,917
-2,856
-24% -$1.09M 0.22% 113
2024
Q2 		$4.49M Sell
11,773
-953
-7% -$360K 0.31% 89
2024
Q1 		$5.06M Buy
12,726
+11
+0.1% +$4.12K 0.35% 81
2023
Q4 		$4.5M Sell
12,715
-146
-1% -$56.5K 0.33% 85
2023
Q3 		$4.78M Buy
12,861
+300
+2% +$109K 0.39% 72
2023
Q2 		$4.29M Buy
12,561
+5,806
+86% +$2.1M 0.33% 81
2023
Q1 		$2.42M Buy
6,755
+2,657
+65% +$955K 0.2% 136
2022
Q4 		$1.36M Buy
4,098
+288
+8% +$89.7K 0.12% 184
2022
Q3 		$1M Buy
3,810
+1,335
+54% +$361K 0.09% 196
2022
Q2 		$694K Buy
2,475
+615
+33% +$174K 0.06% 227
2022
Q1 		$561K Sell
1,860
-175
-9% -$50.3K 0.04% 245
2021
Q4 		$557K Sell
2,035
-495
-20% -$134K 0.04% 242
2021
Q3 		$634K Sell
2,530
-843
-25% -$216K 0.05% 217
2021
Q2 		$850K Sell
3,373
-1,203
-26% -$313K 0.07% 191
2021
Q1 		$1.13M Sell
4,576
-2,283
-33% -$544K 0.09% 170
2020
Q4 		$1.61M Sell
6,859
-1,320
-16% -$291K 0.16% 130
2020
Q3 		$1.62M Sell
8,179
-540
-6% -$116K 0.19% 118
2020
Q2 		$1.8M Buy
8,719
+2,527
+41% +$492K 0.22% 113
2020
Q1 		$1.19M Buy
6,192
+4,575
+283% +$1.17M 0.18% 127
2019
Q4 		$448K Buy
1,617
+35
+2% +$9.23K 0.06% 198
2019
Q3 		$421K Sell
1,582
-35
-2% -$8.84K 0.06% 197
2019
Q2 		$400K Sell
1,617
-560
-26% -$134K 0.06% 198
2019
Q1 		$470K Sell
2,177
-4,734
-68% -$1.03M 0.07% 179
2018
Q4 		$1.5M Sell
6,911
-90
-1% -$19.6K 0.24% 104
2018
Q3 		$1.6M Sell
7,001
-3,522
-33% -$788K 0.24% 94
2018
Q2 		$2.42M Sell
10,523
-380
-3% -$89.2K 0.39% 76
2018
Q1 		$2.8M Sell
10,903
-1,279
-10% -$307K 0.46% 68
2017
Q4 		$2.69M Buy
12,182
+330
+3% +$74.4K 0.43% 67
2017
Q3 		$2.71M Buy
11,852
+1,286
+12% +$324K 0.47% 65
2017
Q2 		$2.69M Buy
10,566
+474
+5% +$117K 0.48% 67
2017
Q1 		$2.36M Sell
10,092
-1,749
-15% -$399K 0.43% 80
2016
Q4 		$2.56M Sell
11,841
-1,495
-11% -$308K 0.49% 68
2016
Q3 		$2.53M Sell
13,336
-1,593
-11% -$300K 0.49% 72
2016
Q2 		$2.73M Sell
14,929
-2,658
-15% -$489K 0.54% 71
2016
Q1 		$3.47M Sell
17,587
-684
-4% -$126K 0.7% 54
2015
Q4 		$3.35M Sell
18,271
-5,392
-23% -$980K 0.71% 53
2015
Q3 		$4.1M Sell
23,663
-3,734
-14% -$676K 0.93% 40
2015
Q2 		$4.99M Sell
27,397
-3,409
-11% -$620K 1.09% 33
2015
Q1 		$5.36M Sell
30,806
-1,374
-4% -$241K 1.18% 29
2014
Q4 		$5.48M Sell
32,180
-205
-0.6% -$34.6K 1.24% 26
2014
Q3 		$5.25M Sell
32,385
-194
-0.6% -$31.4K 1.22% 30
2014
Q2 		$5.23M Buy
32,579
+375
+1% +$59.3K 1.21% 31
2014
Q1 		$4.93M Buy
32,204
+7,312
+29% +$1.08M 1.21% 31
2013
Q4 		$3.88M Buy
24,892
+1,653
+7% +$252K 0.98% 41
2013
Q3 		$3.38M Buy
23,239
+1,201
+5% +$163K 0.9% 46
2013
Q2 		$2.83M Buy
+22,038
New +$2.85M 0.79% 52

Other funds holding EG

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

Foster & Motley's EG Position: Q1 2026 in Review

Foster & Motley reduced its Everest Group (EG) stake by 7.2% in Q1 2026, selling an estimated $72.1K and leaving 2,837 shares worth $927K. The position accounts for 0.05% of the portfolio, ranked #238.

Foster & Motley first reported a position in EG in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.48M in Q4 2014. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Foster & Motley held 2,837 shares of Everest Group worth $927K as of Q1 2026.
  • Foster & Motley sold 219 Everest Group shares in Q1 2026, an estimated $72.1K.
  • Everest Group made up 0.05% of Foster & Motley's portfolio in Q1 2026, its #238 holding.
  • Foster & Motley first reported a position in Everest Group in Q2 2013 and has held it in 52 quarters since.
  • Foster & Motley's Everest Group position peaked at $5.48M in Q4 2014.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.