Interval Partners’s Everest Group EG Stock Holding History

Interval Partners’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
2025 Q4	–	Sell	-10,600	Closed	-$3.71M	–	366
2025 Q3	$3.71M	Buy	+10,600	New	+$3.58M	0.06%	261
2023 Q4	–	Sell	-60	Closed	-$2.23M	–	311
2023 Q3	$2.23M	Buy	+60	New	+$21.8K	0.07%	227
2023 Q1	–	Sell	-9,300	Closed	-$3.08M	–	283
2022 Q4	$3.08M	Sell	9,300 -12,900	-58%	-$4.02M	0.18%	126
2022 Q3	$5.83M	Buy	+22,200	New	+$6.01M	0.26%	114
2021 Q1	–	Sell	-10,000	Closed	-$2.34M	–	273
2020 Q4	$2.34M	Buy	+10,000	New	+$2.21M	0.1%	162
2017 Q4	–	Sell	-20,000	Closed	-$4.57M	–	194
2017 Q3	$4.57M	Buy	+20,000	New	+$5.04M	0.21%	106

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

VVP

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Interval Partners's EG Position: Q4 2025 in Review

Interval Partners sold out of Everest Group (EG) in Q4 2025, closing a stake of 8,387 shares — an estimated $2.94M sold.

Interval Partners first reported a position in EG in Q2 2014 and held it in 28 quarters. The position peaked at $31.6M in Q3 2023. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

Interval Partners reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
Interval Partners sold 8,387 Everest Group shares in Q4 2025, an estimated $2.94M.
Interval Partners first reported a position in Everest Group in Q2 2014 and held it in 28 quarters.
Interval Partners's Everest Group position peaked at $31.6M in Q3 2023.
685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Interval Partners's 13F filing for Q4 2025, filed 17 Feb 2026.