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Guggenheim Capital’s Everest Group EG Stock Holding History

Guggenheim Capital’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
Q2 		– Sell
-2,708
Closed -$984K – 1607
2025
Q1 		$984K Buy
2,708
+631
+30% +$223K 0.01% 882
2024
Q4 		$753K Sell
2,077
-6,490
-76% -$2.43M 0.01% 1053
2024
Q3 		$3.36M Sell
8,567
-3,162
-27% -$1.2M 0.02% 654
2024
Q2 		$4.47M Buy
11,729
+2,109
+22% +$797K 0.03% 556
2024
Q1 		$3.82M Sell
9,620
-1,388
-13% -$520K 0.03% 654
2023
Q4 		$3.89M Buy
11,008
+9,148
+492% +$3.54M 0.03% 609
2023
Q3 		$691K Sell
1,860
-3,820
-67% -$1.39M 0.01% 1269
2023
Q2 		$1.94M Buy
5,680
+3,538
+165% +$1.28M 0.02% 870
2023
Q1 		$767K Buy
2,142
+1,051
+96% +$378K 0.01% 1299
2022
Q4 		$361K Sell
1,091
-9,388
-90% -$2.92M ﹤0.01% 1608
2022
Q3 		$2.75M Buy
10,479
+795
+8% +$215K 0.03% 721
2022
Q2 		$2.71M Sell
9,684
-23,964
-71% -$6.77M 0.02% 779
2022
Q1 		$10.1M Buy
33,648
+17,207
+105% +$4.94M 0.06% 394
2021
Q4 		$4.5M Buy
16,441
+810
+5% +$219K 0.02% 722
2021
Q3 		$3.92M Buy
15,631
+1,457
+10% +$374K 0.02% 752
2021
Q2 		$3.57M Buy
14,174
+5,294
+60% +$1.38M 0.02% 805
2021
Q1 		$2.2M Buy
8,880
+1,235
+16% +$294K 0.01% 978
2020
Q4 		$1.79M Buy
7,645
+1,539
+25% +$340K 0.01% 1018
2020
Q3 		$1.21M Sell
6,106
-2,119
-26% -$454K 0.01% 1124
2020
Q2 		$1.7M Buy
8,225
+2,905
+55% +$566K 0.01% 950
2020
Q1 		$1.02M Sell
5,320
-1,905
-26% -$486K 0.01% 1075
2019
Q4 		$2M Sell
7,225
-2,613
-27% -$689K 0.02% 1044
2019
Q3 		$2.62M Buy
9,838
+295
+3% +$74.5K 0.02% 901
2019
Q2 		$2.36M Buy
9,543
+987
+12% +$237K 0.02% 985
2019
Q1 		$1.85M Sell
8,556
-1,464
-15% -$319K 0.02% 1105
2018
Q4 		$2.18M Sell
10,020
-3,793
-27% -$826K 0.02% 1001
2018
Q3 		$3.16M Sell
13,813
-5,725
-29% -$1.28M 0.02% 989
2018
Q2 		$4.5M Sell
19,538
-180,996
-90% -$42.5M 0.03% 785
2018
Q1 		$51.5M Sell
200,534
-31,940
-14% -$7.67M 0.13% 290
2017
Q4 		$51.4M Buy
232,474
+40,068
+21% +$9.03M 0.12% 316
2017
Q3 		$43.9M Sell
192,406
-2,120
-1% -$534K 0.1% 371
2017
Q2 		$49.5M Buy
194,526
+139,763
+255% +$34.5M 0.13% 301
2017
Q1 		$12.8M Buy
54,763
+11,696
+27% +$2.67M 0.03% 596
2016
Q4 		$9.32M Buy
43,067
+14,055
+48% +$2.9M 0.03% 689
2016
Q3 		$5.51M Sell
29,012
-11,268
-28% -$2.12M 0.02% 966
2016
Q2 		$7.36M Sell
40,280
-8,608
-18% -$1.58M 0.02% 803
2016
Q1 		$9.65M Buy
48,888
+1,450
+3% +$268K 0.03% 711
2015
Q4 		$8.69M Buy
47,438
+14,359
+43% +$2.61M 0.03% 796
2015
Q3 		$5.73M Buy
33,079
+8,948
+37% +$1.62M 0.02% 965
2015
Q2 		$4.39M Buy
24,131
+123
+0.5% +$22.4K 0.01% 1223
2015
Q1 		$4.18M Buy
24,008
+1,805
+8% +$317K 0.01% 1257
2014
Q4 		$3.78M Buy
22,203
+899
+4% +$152K 0.01% 1286
2014
Q3 		$3.45M Sell
21,304
-269
-1% -$43.6K 0.01% 1393
2014
Q2 		$3.46M Buy
21,573
+2,114
+11% +$335K 0.01% 1407
2014
Q1 		$2.98M Sell
19,459
-1,548
-7% -$229K 0.01% 1453
2013
Q4 		$3.27M Buy
21,007
+7,315
+53% +$1.12M 0.01% 1349
2013
Q3 		$1.99M Sell
13,692
-1,674
-11% -$227K 0.01% 1630
2013
Q2 		$1.97M Buy
+15,366
New +$1.99M 0.01% 1548

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Guggenheim Capital's EG Position: Q2 2025 in Review

Guggenheim Capital sold out of Everest Group (EG) in Q2 2025, closing a stake of 2,708 shares — an estimated $984K sold.

Guggenheim Capital first reported a position in EG in Q2 2013 and held it in 48 quarters. The position peaked at $51.5M in Q1 2018. 672 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • Guggenheim Capital reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • Guggenheim Capital sold 2,708 Everest Group shares in Q2 2025, an estimated $984K.
  • Guggenheim Capital first reported a position in Everest Group in Q2 2013 and held it in 48 quarters.
  • Guggenheim Capital's Everest Group position peaked at $51.5M in Q1 2018.
  • 672 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Guggenheim Capital's 13F filing for Q2 2025, filed 13 Aug 2025.