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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

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

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

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

Wellington Management Group

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

Geode Capital Management

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

Barrow, Hanley, Mewhinney & Strauss

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

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return