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LECAP Asset Management’s Everest Group EG Stock Holding History

LECAP Asset Management’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
Q2 		– Sell
-4,460
Closed -$1.46M – 296
2026
Q1 		$1.46M Sell
4,460
-722
-14% -$238K 0.55% 53
2025
Q4 		$1.76M Buy
5,182
+4,055
+360% +$1.34M 0.7% 35
2025
Q3 		$395K Sell
1,127
-2,601
-70% -$878K 0.14% 230
2025
Q2 		$1.27M Sell
3,728
-3,047
-45% -$1.05M 0.45% 76
2025
Q1 		$2.46M Buy
6,775
+3,989
+143% +$1.41M 0.57% 49
2024
Q4 		$1.01M Sell
2,786
-5,300
-66% -$1.98M 0.27% 150
2024
Q3 		$3.17M Buy
+8,086
New +$3.08M 0.68% 36
2024
Q2 		– Sell
-2,128
Closed -$846K – 342
2024
Q1 		$846K Sell
2,128
-6
-0.3% -$2.25K 0.18% 207
2023
Q4 		$755K Buy
+2,134
New +$826K 0.27% 144

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

LECAP Asset Management's EG Position: Q2 2026 in Review

LECAP Asset Management sold out of Everest Group (EG) in Q2 2026, closing a stake of 4,460 shares — an estimated $1.46M sold.

LECAP Asset Management first reported a position in EG in Q4 2023 and held it in 9 quarters. The position peaked at $3.17M in Q3 2024. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • LECAP Asset Management reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • LECAP Asset Management sold 4,460 Everest Group shares in Q2 2026, an estimated $1.46M.
  • LECAP Asset Management first reported a position in Everest Group in Q4 2023 and held it in 9 quarters.
  • LECAP Asset Management's Everest Group position peaked at $3.17M in Q3 2024.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.