Jain Global’s Everest Group EG Stock Holding History

Jain Global’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 Q2	–	Sell	-1,578	Closed	-$573K	–	1300
2025 Q1	$573K	Buy	1,578 +896	+131%	+$317K	0.01%	527
2024 Q4	$247K	Buy	+682	New	+$255K	0.01%	595

Other funds holding EG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Jain Global's EG Position: Q2 2025 in Review

Jain Global sold out of Everest Group (EG) in Q2 2025, closing a stake of 1,578 shares — an estimated $573K sold.

Jain Global first reported a position in EG in Q4 2024 and held it in 2 quarters. The position peaked at $573K in Q1 2025. 672 funds tracked by Wall St. Rank hold EG as of Q2 2025.

Jain Global reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
Jain Global sold 1,578 Everest Group shares in Q2 2025, an estimated $573K.
Jain Global first reported a position in Everest Group in Q4 2024 and held it in 2 quarters.
Jain Global's Everest Group position peaked at $573K in Q1 2025.
672 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Jain Global's 13F filing for Q2 2025, filed 14 Aug 2025.