Jump Financial’s Everest Group EG Stock Holding History

Jump Financial’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	-4,699	Closed	-$1.65M	–	2030
2025 Q3	$1.65M	Buy	4,699 +257	+6%	+$86.8K	0.02%	802
2025 Q2	$1.51M	Buy	+4,442	New	+$1.53M	0.02%	814
2025 Q1	–	Sell	-8,979	Closed	-$3.25M	–	1694
2024 Q4	$3.25M	Buy	8,979 +1,473	+20%	+$552K	0.07%	369
2024 Q3	$2.94M	Buy	+7,506	New	+$2.86M	0.06%	378
2024 Q2	–	Sell	-506	Closed	-$201K	–	1915
2024 Q1	$201K	Sell	506 -12,316	-96%	-$4.62M	0.01%	1686
2023 Q4	$4.53M	Buy	12,822 +11,389	+795%	+$4.41M	0.15%	130
2023 Q3	$533K	Sell	1,433 -7,572	-84%	-$2.75M	0.02%	984
2023 Q2	$3.08M	Buy	+9,005	New	+$3.25M	0.11%	243
2022 Q2	–	Sell	-1,269	Closed	-$382K	–	1717
2022 Q1	$382K	Buy	+1,269	New	+$365K	0.02%	944
2021 Q4	–	Sell	-804	Closed	-$202K	–	1465
2021 Q3	$202K	Buy	+804	New	+$206K	0.01%	873
2021 Q2	–	Sell	-1,049	Closed	-$260K	–	1160
2021 Q1	$260K	Sell	1,049 -14	-1%	-$3.33K	0.02%	659
2020 Q4	$249K	Buy	+1,063	New	+$235K	0.04%	676

Other funds holding EG

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

BlackRock New York $5.7T 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

AQR Capital Management

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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