North Star Investment Management’s Everest Group EG Stock Holding History

North Star 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	$3.27K	Buy	10 +2	+25%	+$658	﹤0.01%	1309
2025 Q4	$2.71K	Buy	+8	New	+$2.64K	﹤0.01%	1264
2023 Q4	–	Sell	-2	Closed	-$743	–	1227
2023 Q3	$743	Hold	2	–	–	﹤0.01%	1166
2023 Q2	$684	Hold	2	–	–	﹤0.01%	1195
2023 Q1	$716	Hold	2	–	–	﹤0.01%	1202
2022 Q4	$663	Buy	+2	New	+$623	﹤0.01%	1208
2016 Q2	–	Sell	-250	Closed	-$49K	–	794
2016 Q1	$49K	Sell	250 -150	-38%	-$27.7K	0.01%	403
2015 Q4	$73K	Hold	400	–	–	0.01%	367
2015 Q3	$69K	Buy	+400	New	+$72.4K	0.01%	370

Other funds holding EG

BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return