MM
EG icon

MQS Management’s Everest Group EG Stock Holding History

MQS 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
Q3 		– Sell
-1,143
Closed -$388K – 479
2025
Q2 		$388K Buy
+1,143
New +$394K 0.21% 193
2024
Q4 		– Sell
-1,804
Closed -$707K – 134
2024
Q3 		$707K Buy
+1,804
New +$687K 0.39% 55
2024
Q1 		– Sell
-1,877
Closed -$664K – 520
2023
Q4 		$664K Buy
+1,877
New +$727K 0.37% 66
2023
Q3 		– Sell
-1,130
Closed -$386K – 479
2023
Q2 		$386K Buy
1,130
+214
+23% +$77.3K 0.26% 144
2023
Q1 		$328K Buy
+916
New +$329K 0.21% 212
2022
Q1 		– Sell
-1,386
Closed -$380K – 361
2021
Q4 		$380K Buy
+1,386
New +$375K 0.61% 51

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

MQS Management's EG Position: Q3 2025 in Review

MQS Management sold out of Everest Group (EG) in Q3 2025, closing a stake of 1,143 shares — an estimated $388K sold.

MQS Management first reported a position in EG in Q4 2021 and held it in 6 quarters. The position peaked at $707K in Q3 2024. 677 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • MQS Management reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
  • MQS Management sold 1,143 Everest Group shares in Q3 2025, an estimated $388K.
  • MQS Management first reported a position in Everest Group in Q4 2021 and held it in 6 quarters.
  • MQS Management's Everest Group position peaked at $707K in Q3 2024.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on MQS Management's 13F filing for Q3 2025, filed 6 Nov 2025.