Moors & Cabot
EG icon

Moors & Cabot’s Everest Group EG Stock Holding History

Moors & Cabot’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
Q3 		$215K Sell
589
-100
-15% -$37.4K 0.01% 894
2026
Q2 		$246K Sell
689
-92
-12% -$31.5K 0.01% 835
2026
Q1 		$255K Buy
781
+56
+8% +$18.4K 0.01% 769
2025
Q4 		$246K Buy
725
+26
+4% +$8.59K 0.01% 777
2025
Q3 		$245K Buy
699
+21
+3% +$7.09K 0.01% 764
2025
Q2 		$230K Sell
678
-1
-0.1% -$345 0.01% 747
2025
Q1 		$247K Sell
679
-25
-4% -$8.84K 0.01% 710
2024
Q4 		$255K Buy
704
+6
+0.9% +$2.25K 0.01% 717
2024
Q3 		$273K Buy
698
+3
+0.4% +$1.14K 0.01% 682
2024
Q2 		$265K Sell
695
-300
-30% -$113K 0.01% 667
2024
Q1 		$396K Sell
995
-37
-4% -$13.9K 0.02% 574
2023
Q4 		$365K Buy
1,032
+232
+29% +$89.8K 0.02% 562
2023
Q3 		$297K Sell
800
-200
-20% -$72.6K 0.02% 599
2023
Q2 		$342K Hold
1,000
– – 0.02% 576
2023
Q1 		$358K Sell
1,000
-50
-5% -$18K 0.02% 544
2022
Q4 		$348K Hold
1,050
– – 0.02% 530
2022
Q3 		$276K Buy
+1,050
New +$284K 0.02% 586

Other funds holding EG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Moors & Cabot's EG Position: Q3 2026 in Review

Moors & Cabot reduced its Everest Group (EG) stake by 15% in Q3 2026, selling an estimated $37.4K and leaving 589 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #894.

Moors & Cabot first reported a position in EG in Q3 2022 and has held it in 17 quarters since. The position peaked at $396K in Q1 2024. 319 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Moors & Cabot held 589 shares of Everest Group worth $215K as of Q3 2026.
  • Moors & Cabot sold 100 Everest Group shares in Q3 2026, an estimated $37.4K.
  • Everest Group made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #894 holding.
  • Moors & Cabot first reported a position in Everest Group in Q3 2022 and has held it in 17 quarters since.
  • Moors & Cabot's Everest Group position peaked at $396K in Q1 2024.
  • 319 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.