KAS
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Kemnay Advisory Services’s Everest Group EG Stock Holding History

Kemnay Advisory Services’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 		$5.23K Buy
+16
New +$5.27K ﹤0.01% 1165
2017
Q4 		– Sell
-3,588
Closed -$819K – 120
2017
Q3 		$819K Buy
3,588
+405
+13% +$102K 0.35% 49
2017
Q2 		$810K Buy
+3,183
New +$786K 0.47% 39

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kemnay Advisory Services's EG Position: Q1 2026 in Review

Kemnay Advisory Services opened a new position in Everest Group (EG) in Q1 2026: 16 shares worth $5.23K. The stake represents ﹤0.01% of the portfolio and ranks #1165 among its holdings. This is a return to the name: Kemnay Advisory Services previously reported a position in EG as recently as Q3 2017.

Kemnay Advisory Services first reported a position in EG in Q2 2017 and has held it in 3 quarters since. The position peaked at $819K in Q3 2017. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Kemnay Advisory Services held 16 shares of Everest Group worth $5.23K as of Q1 2026.
  • Everest Group was a new Kemnay Advisory Services position in Q1 2026.
  • Everest Group made up ﹤0.01% of Kemnay Advisory Services's portfolio in Q1 2026, its #1165 holding.
  • Kemnay Advisory Services first reported a position in Everest Group in Q2 2017 and has held it in 3 quarters since.
  • Kemnay Advisory Services's Everest Group position peaked at $819K in Q3 2017.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.