Mather Group’s Everest Group EG Stock Holding History

Mather Group’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	$127K	Buy	+390	New	+$128K	﹤0.01%	840
2025 Q4	–	Sell	-464	Closed	-$162K	–	927
2025 Q3	$162K	Buy	+464	New	+$157K	﹤0.01%	673
2025 Q2	–	Sell	-1,199	Closed	-$436K	–	925
2025 Q1	$436K	Sell	1,199 -32	-3%	-$11.3K	0.01%	406
2024 Q4	$446K	Buy	1,231 +16	+1%	+$5.99K	0.01%	383
2024 Q3	$476K	Sell	1,215 -25	-2%	-$9.52K	0.01%	374
2024 Q2	$493K	Sell	1,240 -232	-16%	-$87.7K	0.01%	421
2024 Q1	$521K	Sell	1,472 -14	-0.9%	-$5.25K	0.01%	333
2023 Q4	$525K	Buy	1,486 +856	+136%	+$331K	0.01%	344
2023 Q3	$234K	Buy	630 +8	+1%	+$2.9K	﹤0.01%	495
2023 Q2	$213K	Buy	+622	New	+$225K	﹤0.01%	539
2022 Q4	–	Sell	-806	Closed	-$212K	–	487
2022 Q3	$212K	Buy	+806	New	+$218K	﹤0.01%	439

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