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SACKS & ASSOCIATES, LLC’s Everest Group EG Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$822K Sell
2,198
-68
-3% -$23.3K 0.55% 43
2026
Q1 		$741K Hold
2,266
– – 0.55% 41
2025
Q4 		$769K Buy
+2,266
New +$748K 0.56% 41

Other funds holding EG

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's EG Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC reduced its Everest Group (EG) stake by 3% in Q2 2026, selling an estimated $23.3K and leaving 2,198 shares worth $822K. The position accounts for 0.55% of the portfolio, ranked #43.

SACKS & ASSOCIATES, LLC first reported a position in EG in Q4 2025 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 2,198 shares of Everest Group worth $822K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC sold 68 Everest Group shares in Q2 2026, an estimated $23.3K.
  • Everest Group made up 0.55% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #43 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Everest Group in Q4 2025 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.