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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Moors & Cabot's EG Position: Q1 2026 in Review

Moors & Cabot increased its Everest Group (EG) stake by 7.7% in Q1 2026, buying an estimated $18.4K and bringing the position to 781 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #769.

Moors & Cabot first reported a position in EG in Q3 2022 and has held it in 15 quarters since. The position peaked at $396K in Q1 2024. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Moors & Cabot held 781 shares of Everest Group worth $255K as of Q1 2026.
Moors & Cabot bought 56 Everest Group shares in Q1 2026, an estimated $18.4K.
Everest Group made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #769 holding.
Moors & Cabot first reported a position in Everest Group in Q3 2022 and has held it in 15 quarters since.
Moors & Cabot's Everest Group position peaked at $396K in Q1 2024.
664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.