Inspire Investing’s Everest Group EG Stock Holding History

Inspire Investing’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	$2.6K	Hold	8	–	–	﹤0.01%	1000
2025 Q4	$2.55K	Buy	+8	New	+$2.64K	﹤0.01%	979
2023 Q2	–	Sell	-1,448	Closed	-$518K	–	802
2023 Q1	$518K	Sell	1,448 -1,226	-46%	-$441K	0.07%	229
2022 Q4	$886K	Sell	2,674 -473	-15%	-$147K	0.11%	166
2022 Q3	$826K	Sell	3,147 -3,355	-52%	-$908K	0.12%	146
2022 Q2	$1.82M	Buy	6,502 +3,173	+95%	+$897K	0.24%	92
2022 Q1	$1M	Sell	3,329 -17	-0.5%	-$4.88K	0.12%	164
2021 Q4	$916K	Buy	3,346 +295	+10%	+$79.7K	0.11%	173
2021 Q3	$765K	Buy	3,051 +687	+29%	+$176K	0.1%	198
2021 Q2	$596K	Buy	2,364 +795	+51%	+$207K	0.08%	260
2021 Q1	$389K	Buy	+1,569	New	+$374K	0.06%	422
2020 Q2	–	Sell	-170	Closed	-$33K	–	580
2020 Q1	$33K	Buy	+170	New	+$43.4K	0.01%	605
2018 Q1	–	Sell	-232	Closed	-$51K	–	343
2017 Q4	$51K	Buy	+232	New	+$52.3K	0.04%	731

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