IC
EG icon

IEQ Capital’s Everest Group EG Stock Holding History

IEQ 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
2026
Q1 		$10.7M Sell
32,668
-27,827
-46% -$9.16M 0.05% 338
2025
Q4 		$20.5M Sell
60,495
-31,580
-34% -$10.4M 0.06% 204
2025
Q3 		$32.2M Buy
92,075
+66,388
+258% +$22.4M 0.1% 110
2025
Q2 		$8.73M Buy
25,687
+24,131
+1,551% +$8.33M 0.05% 282
2025
Q1 		$565K Sell
1,556
-58
-4% -$20.5K ﹤0.01% 927
2024
Q4 		$585K Buy
1,614
+763
+90% +$286K 0.01% 796
2024
Q3 		$333K Sell
851
-62
-7% -$23.6K ﹤0.01% 885
2024
Q2 		$348K Buy
913
+30
+3% +$11.3K ﹤0.01% 757
2024
Q1 		$351K Buy
883
+23
+3% +$8.62K 0.01% 731
2023
Q4 		$304K Sell
860
-101
-11% -$39.1K 0.01% 725
2023
Q3 		$357K Buy
961
+233
+32% +$84.6K 0.01% 670
2023
Q2 		$249K Sell
728
-299
-29% -$108K 0.01% 743
2023
Q1 		$367K Buy
1,027
+179
+21% +$64.3K 0.01% 664
2022
Q4 		$281K Sell
848
-83
-9% -$25.9K 0.01% 653
2022
Q3 		$244K Buy
+931
New +$252K 0.01% 720

Other funds holding EG

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VVP
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return