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Greenwood Capital Associates’s Everest Group EG Stock Holding History

Greenwood Capital Associates’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 		– Sell
-1,331
Closed -$452K – 296
2025
Q4 		$452K Sell
1,331
-110
-8% -$36.3K 0.05% 203
2025
Q3 		$505K Sell
1,441
-78
-5% -$26.3K 0.06% 195
2025
Q2 		$516K Sell
1,519
-317
-17% -$109K 0.06% 189
2025
Q1 		$667K Buy
1,836
+22
+1% +$7.77K 0.09% 157
2024
Q4 		$658K Sell
1,814
-124
-6% -$46.4K 0.09% 164
2024
Q3 		$759K Sell
1,938
-44
-2% -$16.8K 0.1% 158
2024
Q2 		$755K Buy
1,982
+40
+2% +$15.1K 0.1% 161
2024
Q1 		$772K Sell
1,942
-38
-2% -$14.2K 0.1% 157
2023
Q4 		$700K Buy
1,980
+354
+22% +$137K 0.09% 163
2023
Q3 		$604K Buy
1,626
+453
+39% +$164K 0.09% 172
2023
Q2 		$401K Buy
+1,173
New +$424K 0.06% 198

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Greenwood Capital Associates's EG Position: Q1 2026 in Review

Greenwood Capital Associates sold out of Everest Group (EG) in Q1 2026, closing a stake of 1,331 shares — an estimated $452K sold.

Greenwood Capital Associates first reported a position in EG in Q2 2023 and held it in 11 quarters. The position peaked at $772K in Q1 2024. 669 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Greenwood Capital Associates reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Greenwood Capital Associates sold 1,331 Everest Group shares in Q1 2026, an estimated $452K.
  • Greenwood Capital Associates first reported a position in Everest Group in Q2 2023 and held it in 11 quarters.
  • Greenwood Capital Associates's Everest Group position peaked at $772K in Q1 2024.
  • 669 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.