MAI Capital Management’s Everest Group EG Stock Holding History

MAI Capital 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 Q1	$3.75M	Buy	11,482 +1,851	+19%	+$609K	0.02%	467
2025 Q4	$3.27M	Buy	9,631 +1,416	+17%	+$468K	0.02%	480
2025 Q3	$2.88M	Buy	8,215 +8,030	+4,341%	+$2.71M	0.02%	467
2025 Q2	$63K	Buy	185 +19	+11%	+$6.55K	﹤0.01%	1727
2025 Q1	$60.4K	Sell	166 -15	-8%	-$5.3K	﹤0.01%	1655
2024 Q4	$65.7K	Buy	+181	New	+$67.8K	﹤0.01%	1624
2024 Q3	–	Sell	-1,037	Closed	-$395K	–	1147
2024 Q2	$395K	Sell	1,037 -23	-2%	-$8.7K	﹤0.01%	893
2024 Q1	$421K	Buy	1,060 +5	+0.5%	+$1.88K	﹤0.01%	867
2023 Q4	$373K	Sell	1,055 -2	-0.2%	-$775	﹤0.01%	801
2023 Q3	$393K	Sell	1,057 -32	-3%	-$11.6K	0.01%	712
2023 Q2	$372K	Sell	1,089 -4	-0.4%	-$1.45K	0.01%	742
2023 Q1	$391K	Buy	1,093 +116	+12%	+$41.7K	0.01%	716
2022 Q4	$324K	Sell	977 -7	-0.7%	-$2.18K	0.01%	740
2022 Q3	$258K	Buy	+984	New	+$266K	﹤0.01%	748

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