INTECH Investment Management’s Everest Group EG Stock Holding History

INTECH 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	$3.84M	Buy	11,734 +2,182	+23%	+$718K	0.04%	411
2025 Q4	$3.24M	Sell	9,552 -8,593	-47%	-$2.84M	0.03%	515
2025 Q3	$6.35M	Sell	18,145 -20,431	-53%	-$6.9M	0.06%	313
2025 Q2	$13.1M	Sell	38,576 -13,821	-26%	-$4.77M	0.12%	130
2025 Q1	$19M	Sell	52,397 -11,311	-18%	-$4M	0.2%	71
2024 Q4	$23.1M	Buy	63,708 +36,384	+133%	+$13.6M	0.22%	65
2024 Q3	$10.7M	Buy	27,324 +3,166	+13%	+$1.21M	0.12%	155
2024 Q2	$9.2M	Buy	24,158 +562	+2%	+$212K	0.11%	160
2024 Q1	$9.38M	Sell	23,596 -30,126	-56%	-$11.3M	0.13%	145
2023 Q4	$19M	Buy	53,722 +11,671	+28%	+$4.52M	0.28%	88
2023 Q3	$15.6M	Sell	42,051 -3,957	-9%	-$1.44M	0.23%	105
2023 Q2	$15.7M	Sell	46,008 -16,847	-27%	-$6.08M	0.16%	154
2023 Q1	$22.5M	Sell	62,855 -577	-0.9%	-$207K	0.18%	156
2022 Q4	$21M	Buy	63,432 +914	+1%	+$285K	0.16%	177
2022 Q3	$16.4M	Sell	62,518 -2,741	-4%	-$742K	0.12%	214
2022 Q2	$18.3M	Buy	+65,259	New	+$18.4M	0.11%	214

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