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Mount Lucas Management’s Everest Group EG Stock Holding History

Mount Lucas 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
2025
Q2 		– Sell
-2,103
Closed -$764K – 170
2025
Q1 		$764K Sell
2,103
-3,134
-60% -$1.11M 0.25% 93
2024
Q4 		$1.9M Sell
5,237
-452
-8% -$169K 0.66% 30
2024
Q3 		$2.23M Sell
5,689
-6,597
-54% -$2.51M 0.76% 33
2024
Q2 		$4.68M Buy
12,286
+404
+3% +$153K 1.34% 18
2024
Q1 		$4.72M Sell
11,882
-1,040
-8% -$390K 1.29% 17
2023
Q4 		$4.57M Buy
12,922
+7,268
+129% +$2.81M 1.31% 17
2023
Q3 		$2.1M Sell
5,654
-213
-4% -$77.3K 0.74% 59
2023
Q2 		$2.01M Buy
+5,867
New +$2.12M 0.67% 69
2018
Q3 		– Sell
-37,195
Closed -$8.57M – 81
2018
Q2 		$8.57M Sell
37,195
-714
-2% -$168K 1.3% 22
2018
Q1 		$9.74M Sell
37,909
-3,127
-8% -$751K 1.57% 20
2017
Q4 		$9.08M Sell
41,036
-1,858
-4% -$419K 1.57% 25
2017
Q3 		$9.8M Buy
+42,894
New +$10.8M 1.77% 25

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Mount Lucas Management's EG Position: Q2 2025 in Review

Mount Lucas Management sold out of Everest Group (EG) in Q2 2025, closing a stake of 2,103 shares — an estimated $764K sold.

Mount Lucas Management first reported a position in EG in Q3 2017 and held it in 12 quarters. The position peaked at $9.8M in Q3 2017. 673 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • Mount Lucas Management reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • Mount Lucas Management sold 2,103 Everest Group shares in Q2 2025, an estimated $764K.
  • Mount Lucas Management first reported a position in Everest Group in Q3 2017 and held it in 12 quarters.
  • Mount Lucas Management's Everest Group position peaked at $9.8M in Q3 2017.
  • 673 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Mount Lucas Management's 13F filing for Q2 2025, filed 11 Aug 2025.