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New Age Alpha Advisors’s Everest Group EG Stock Holding History

New Age Alpha Advisors’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 		$4.69M Sell
14,334
-471
-3% -$155K 0.22% 134
2025
Q4 		$5.02M Sell
14,805
-1,938
-12% -$640K 0.22% 128
2025
Q3 		$5.86M Sell
16,743
-422
-2% -$142K 0.25% 103
2025
Q2 		$5.83M Sell
17,165
-4,885
-22% -$1.69M 0.26% 101
2025
Q1 		$8.01M Sell
22,050
-2,560
-10% -$905K 0.36% 59
2024
Q4 		$8.92M Buy
+24,610
New +$9.22M 0.36% 64

Other funds holding EG

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

New Age Alpha Advisors's EG Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Everest Group (EG) stake by 3.2% in Q1 2026, selling an estimated $155K and leaving 14,334 shares worth $4.69M. The position accounts for 0.22% of the portfolio, ranked #134.

New Age Alpha Advisors first reported a position in EG in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.92M in Q4 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • New Age Alpha Advisors held 14,334 shares of Everest Group worth $4.69M as of Q1 2026.
  • New Age Alpha Advisors sold 471 Everest Group shares in Q1 2026, an estimated $155K.
  • Everest Group made up 0.22% of New Age Alpha Advisors's portfolio in Q1 2026, its #134 holding.
  • New Age Alpha Advisors first reported a position in Everest Group in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Everest Group position peaked at $8.92M in Q4 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.