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LBP AM’s Everest Group EG Stock Holding History

LBP AM’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 		– Sell
-12,794
Closed -$4.34M – 405
2025
Q4 		$4.34M Buy
12,794
+10,160
+386% +$3.36M 0.05% 247
2025
Q3 		$923K Sell
2,634
-130
-5% -$43.9K 0.01% 347
2025
Q2 		$939K Sell
2,764
-311
-10% -$107K 0.01% 328
2025
Q1 		$1.12M Hold
3,075
– – 0.02% 309
2024
Q4 		$1.11M Hold
3,075
– – 0.02% 324
2024
Q3 		$1.2M Sell
3,075
-2,624
-46% -$1,000K 0.02% 278
2024
Q2 		$2.17M Buy
5,699
+2,462
+76% +$931K 0.09% 156
2024
Q1 		$1.29M Sell
3,237
-329
-9% -$123K 0.05% 208
2023
Q4 		$1.26M Sell
3,566
-2,020
-36% -$782K 0.03% 306
2023
Q3 		$2.08M Buy
5,586
+3,885
+228% +$1.41M 0.05% 286
2023
Q2 		$582K Buy
+1,701
New +$614K 0.01% 373

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LBP AM's EG Position: Q1 2026 in Review

LBP AM sold out of Everest Group (EG) in Q1 2026, closing a stake of 12,794 shares — an estimated $4.34M sold.

LBP AM first reported a position in EG in Q2 2023 and held it in 11 quarters. The position peaked at $4.34M in Q4 2025. 670 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • LBP AM reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • LBP AM sold 12,794 Everest Group shares in Q1 2026, an estimated $4.34M.
  • LBP AM first reported a position in Everest Group in Q2 2023 and held it in 11 quarters.
  • LBP AM's Everest Group position peaked at $4.34M in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.