Hazlett, Burt & Watson’s Everest Group EG Stock Holding History

Hazlett, Burt & Watson’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	-6	Closed	-$2K	–	928
2025 Q4	$2K	Buy	+6	New	+$1.98K	﹤0.01%	859

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hazlett, Burt & Watson's EG Position: Q1 2026 in Review

Hazlett, Burt & Watson sold out of Everest Group (EG) in Q1 2026, closing a stake of 6 shares — an estimated $2K sold.

Hazlett, Burt & Watson first reported a position in EG in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 670 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Hazlett, Burt & Watson reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
Hazlett, Burt & Watson sold 6 Everest Group shares in Q1 2026, an estimated $2K.
Hazlett, Burt & Watson first reported a position in Everest Group in Q4 2025 and held it in 1 quarter.
Hazlett, Burt & Watson's Everest Group position peaked at $2K in Q4 2025.
670 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.