NEOS Investment Management’s Everest Group EG Stock Holding History

NEOS Investment 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
2026 Q1	$1.85M	Buy	5,665 +3,977	+236%	+$1.31M	0.01%	496
2025 Q4	$573K	Hold	1,688	–	–	﹤0.01%	599
2025 Q3	$591K	Buy	1,688 +1,087	+181%	+$367K	﹤0.01%	570
2025 Q2	$204K	Hold	601	–	–	﹤0.01%	613
2025 Q1	$218K	Hold	601	–	–	﹤0.01%	582
2024 Q4	$218K	Sell	601 -4	-0.7%	-$1.5K	0.01%	577
2024 Q3	$237K	Hold	605	–	–	0.01%	560
2024 Q2	$231K	Hold	605	–	–	0.01%	548
2024 Q1	$240K	Sell	605 -9	-1%	-$3.38K	0.01%	525
2023 Q4	$217K	Buy	+614	New	+$238K	0.02%	482

Other funds holding EG

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Wellington Management Group

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