GW&K Investment Management’s Everest Group EG Stock Holding History

GW&K Investment Management’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	$4K	Sell	13 -10	-43%	-$3.29K	﹤0.01%	950
2025 Q4	$8K	Sell	23 -1	-4%	-$330	﹤0.01%	885
2025 Q3	$8K	Buy	24 +2	+9%	+$675	﹤0.01%	882
2025 Q2	$7K	Buy	22 +2	+10%	+$690	﹤0.01%	887
2025 Q1	$7K	Sell	20 -13	-39%	-$4.59K	﹤0.01%	863
2024 Q4	$12K	Sell	33 -2	-6%	-$749	﹤0.01%	730
2024 Q3	$14K	Buy	35 +7	+25%	+$2.67K	﹤0.01%	679
2024 Q2	$11K	Buy	28 +6	+27%	+$2.27K	﹤0.01%	703
2024 Q1	$9K	Buy	22 +4	+22%	+$1.5K	﹤0.01%	724
2023 Q4	$6K	Hold	18	–	–	﹤0.01%	803
2023 Q3	$7K	Hold	18	–	–	﹤0.01%	703
2023 Q2	$6K	Buy	+18	New	+$6.5K	﹤0.01%	750
2022 Q3	–	Sell	-11	Closed	-$3K	–	531
2022 Q2	$3K	Buy	11 +8	+267%	+$2.26K	﹤0.01%	679
2022 Q1	$1K	Buy	+3	New	+$862	﹤0.01%	765

Other funds holding EG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return