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Hillsdale Investment Management’s Everest Group EG Stock Holding History

Hillsdale 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 		$1.13M Buy
+3,450
New +$1.14M 0.03% 354
2024
Q1 		– Sell
-1,480
Closed -$523K – 611
2023
Q4 		$523K Hold
1,480
– – 0.04% 290
2023
Q3 		$550K Buy
1,480
+250
+20% +$90.7K 0.05% 238
2023
Q2 		$420K Sell
1,230
-10
-0.8% -$3.61K 0.04% 283
2023
Q1 		$444K Sell
1,240
-300
-19% -$108K 0.04% 340
2022
Q4 		$510K Sell
1,540
-510
-25% -$159K 0.04% 332
2022
Q3 		$538K Hold
2,050
– – 0.05% 306
2022
Q2 		$574K Buy
2,050
+100
+5% +$28.3K 0.05% 291
2022
Q1 		$588K Buy
+1,950
New +$560K 0.04% 347
2018
Q2 		– Sell
-240
Closed -$62K – 511
2018
Q1 		$62K Hold
240
– – 0.01% 300
2017
Q4 		$53K Hold
240
– – 0.01% 315
2017
Q3 		$55K Sell
240
-990
-80% -$250K 0.01% 314
2017
Q2 		$314K Buy
+1,230
New +$304K 0.06% 241

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hillsdale Investment Management's EG Position: Q1 2026 in Review

Hillsdale Investment Management opened a new position in Everest Group (EG) in Q1 2026: 3,450 shares worth $1.13M. The stake represents 0.03% of the portfolio and ranks #354 among its holdings. This is a return to the name: Hillsdale Investment Management previously reported a position in EG as recently as Q4 2023.

Hillsdale Investment Management first reported a position in EG in Q2 2017 and has held it in 13 quarters since. 667 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Hillsdale Investment Management held 3,450 shares of Everest Group worth $1.13M as of Q1 2026.
  • Everest Group was a new Hillsdale Investment Management position in Q1 2026.
  • Everest Group made up 0.03% of Hillsdale Investment Management's portfolio in Q1 2026, its #354 holding.
  • Hillsdale Investment Management first reported a position in Everest Group in Q2 2017 and has held it in 13 quarters since.
  • 667 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.