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 Q2	$1.38M	Buy	3,850 +400	+12%	+$137K	0.03%	344
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 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

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

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

Hillsdale Investment Management's EG Position: Q2 2026 in Review

Hillsdale Investment Management increased its Everest Group (EG) stake by 12% in Q2 2026, buying an estimated $137K and bringing the position to 3,850 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #344.

Hillsdale Investment Management first reported a position in EG in Q2 2017 and has held it in 14 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Hillsdale Investment Management held 3,850 shares of Everest Group worth $1.38M as of Q2 2026.
Hillsdale Investment Management bought 400 Everest Group shares in Q2 2026, an estimated $137K.
Everest Group made up 0.03% of Hillsdale Investment Management's portfolio in Q2 2026, its #344 holding.
Hillsdale Investment Management first reported a position in Everest Group in Q2 2017 and has held it in 14 quarters since.
690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.