GT
EG icon

Greenleaf Trust’s Everest Group EG Stock Holding History

Greenleaf Trust’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
-827
Closed -$290K – 832
2025
Q3 		$290K Sell
827
-553
-40% -$187K ﹤0.01% 651
2025
Q2 		$469K Sell
1,380
-32
-2% -$11K ﹤0.01% 501
2025
Q1 		$513K Buy
1,412
+199
+16% +$70.3K ﹤0.01% 486
2024
Q4 		$440K Buy
1,213
+44
+4% +$16.5K ﹤0.01% 537
2024
Q3 		$458K Sell
1,169
-58
-5% -$22.1K ﹤0.01% 537
2024
Q2 		$468K Sell
1,227
-121
-9% -$45.7K ﹤0.01% 496
2024
Q1 		$536K Buy
1,348
+115
+9% +$43.1K 0.01% 461
2023
Q4 		$436K Buy
1,233
+9
+0.7% +$3.48K ﹤0.01% 498
2023
Q3 		$455K Buy
1,224
+243
+25% +$88.2K 0.01% 463
2023
Q2 		$335K Sell
981
-176
-15% -$63.6K ﹤0.01% 562
2023
Q1 		$414K Buy
1,157
+71
+7% +$25.5K ﹤0.01% 504
2022
Q4 		$360K Buy
+1,086
New +$338K ﹤0.01% 525
2018
Q2 		– Sell
-851
Closed -$219K – 533
2018
Q1 		$219K Buy
+851
New +$204K ﹤0.01% 412
2017
Q3 		– Sell
-1,789
Closed -$455K – 701
2017
Q2 		$455K Buy
+1,789
New +$442K 0.01% 213

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Greenleaf Trust's EG Position: Q4 2025 in Review

Greenleaf Trust sold out of Everest Group (EG) in Q4 2025, closing a stake of 827 shares — an estimated $290K sold.

Greenleaf Trust first reported a position in EG in Q2 2017 and held it in 14 quarters. The position peaked at $536K in Q1 2024. 684 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • Greenleaf Trust reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • Greenleaf Trust sold 827 Everest Group shares in Q4 2025, an estimated $290K.
  • Greenleaf Trust first reported a position in Everest Group in Q2 2017 and held it in 14 quarters.
  • Greenleaf Trust's Everest Group position peaked at $536K in Q1 2024.
  • 684 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Greenleaf Trust's 13F filing for Q4 2025, filed 21 Jan 2026.