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Oxford Asset Management’s Everest Group EG Stock Holding History

Oxford Asset 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
Q2 		– Sell
-2,622
Closed -$857K – 449
2026
Q1 		$857K Buy
+2,622
New +$863K 0.35% 64
2025
Q2 		– Sell
-1,391
Closed -$505K – 603
2025
Q1 		$505K Buy
+1,391
New +$492K 0.23% 126
2019
Q3 		– Sell
-8,473
Closed -$2.09M – 1773
2019
Q2 		$2.09M Buy
+8,473
New +$2.03M 0.05% 623
2019
Q1 		– Sell
-10,048
Closed -$2.19M – 1737
2018
Q4 		$2.19M Buy
10,048
+8,613
+600% +$1.88M 0.06% 421
2018
Q3 		$327K Sell
1,435
-50,408
-97% -$11.3M 0.01% 1477
2018
Q2 		$12M Buy
51,843
+16,609
+47% +$3.9M 0.23% 65
2018
Q1 		$9.05M Buy
+35,234
New +$8.46M 0.19% 88
2017
Q4 		– Sell
-14,248
Closed -$3.25M – 1666
2017
Q3 		$3.25M Sell
14,248
-453
-3% -$114K 0.06% 371
2017
Q2 		$3.74M Sell
14,701
-1,436
-9% -$354K 0.07% 282
2017
Q1 		$3.77M Buy
16,137
+991
+7% +$226K 0.09% 209
2016
Q4 		$3.28M Sell
15,146
-2,059
-12% -$424K 0.12% 180
2016
Q3 		$3.27M Sell
17,205
-16,464
-49% -$3.1M 0.1% 268
2016
Q2 		$6.15M Buy
33,669
+11,898
+55% +$2.19M 0.2% 109
2016
Q1 		$4.3M Buy
+21,771
New +$4.02M 0.12% 191
2015
Q3 		– Sell
-12,431
Closed -$2.26M – 647
2015
Q2 		$2.26M Buy
12,431
+7,566
+156% +$1.38M 0.06% 328
2015
Q1 		$847K Buy
+4,865
New +$855K 0.02% 487
2014
Q3 		– Sell
-54,357
Closed -$8.65M – 683
2014
Q2 		$8.65M Buy
54,357
+4,915
+10% +$778K 0.28% 91
2014
Q1 		$7.57M Buy
+49,442
New +$7.3M 0.22% 145
2013
Q4 		– Sell
-3,284
Closed -$478K – 723
2013
Q3 		$478K Buy
+3,284
New +$445K 0.01% 667

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Oxford Asset Management's EG Position: Q2 2026 in Review

Oxford Asset Management sold out of Everest Group (EG) in Q2 2026, closing a stake of 2,622 shares — an estimated $857K sold.

Oxford Asset Management first reported a position in EG in Q3 2013 and held it in 19 quarters. The position peaked at $12M in Q2 2018. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Oxford Asset Management reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Oxford Asset Management sold 2,622 Everest Group shares in Q2 2026, an estimated $857K.
  • Oxford Asset Management first reported a position in Everest Group in Q3 2013 and held it in 19 quarters.
  • Oxford Asset Management's Everest Group position peaked at $12M in Q2 2018.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Oxford Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.