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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return