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Penserra Capital Management’s Everest Group EG Stock Holding History

Penserra Capital 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
Q2 		– Sell
-155
Closed -$56K – 1055
2025
Q1 		$56K Sell
155
-105
-40% -$37.1K ﹤0.01% 839
2024
Q4 		$93K Buy
260
+103
+66% +$38.6K ﹤0.01% 865
2024
Q3 		$61K Buy
157
+1
+0.6% +$381 ﹤0.01% 834
2024
Q2 		$59K Buy
156
+3
+2% +$1.13K ﹤0.01% 868
2024
Q1 		$60K Sell
153
-195
-56% -$73.1K ﹤0.01% 863
2023
Q4 		$122K Sell
348
-96
-22% -$37.2K ﹤0.01% 866
2023
Q3 		$164K Sell
444
-25
-5% -$9.07K ﹤0.01% 793
2023
Q2 		$159K Buy
+469
New +$169K ﹤0.01% 851
2022
Q3 		– Sell
-2,130
Closed -$596K – 1039
2022
Q2 		$596K Buy
+2,130
New +$602K 0.02% 445
2021
Q2 		– Sell
-100
Closed -$24K – 1355
2021
Q1 		$24K Buy
100
+16
+19% +$3.81K ﹤0.01% 938
2020
Q4 		$19K Buy
84
+16
+24% +$3.53K ﹤0.01% 850
2020
Q3 		$13K Buy
68
+8
+13% +$1.71K ﹤0.01% 792
2020
Q2 		$12K Buy
60
+2
+3% +$389 ﹤0.01% 766
2020
Q1 		$10K Buy
58
+16
+38% +$4.09K ﹤0.01% 800
2019
Q4 		$11K Sell
42
-4,542
-99% -$1.2M ﹤0.01% 831
2019
Q3 		$1.22M Buy
4,584
+128
+3% +$32.3K 0.1% 219
2019
Q2 		$1.1M Buy
+4,456
New +$1.07M 0.09% 229
2019
Q1 		– Sell
-141
Closed -$30K – 735
2018
Q4 		$30K Buy
+141
New +$30.7K ﹤0.01% 534
2017
Q1 		– Sell
-102
Closed -$22K – 638
2016
Q4 		$22K Buy
102
+21
+26% +$4.33K ﹤0.01% 563
2016
Q3 		$15K Buy
81
+32
+65% +$6.02K ﹤0.01% 712
2016
Q2 		$9K Buy
49
+16
+48% +$2.94K ﹤0.01% 725
2016
Q1 		$6K Sell
33
-3
-8% -$554 ﹤0.01% 629
2015
Q4 		$7K Buy
+36
New +$6.54K ﹤0.01% 619

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Penserra Capital Management's EG Position: Q2 2025 in Review

Penserra Capital Management sold out of Everest Group (EG) in Q2 2025, closing a stake of 155 shares — an estimated $56K sold.

Penserra Capital Management first reported a position in EG in Q4 2015 and held it in 23 quarters. The position peaked at $1.22M in Q3 2019. 673 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • Penserra Capital Management reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • Penserra Capital Management sold 155 Everest Group shares in Q2 2025, an estimated $56K.
  • Penserra Capital Management first reported a position in Everest Group in Q4 2015 and held it in 23 quarters.
  • Penserra Capital Management's Everest Group position peaked at $1.22M in Q3 2019.
  • 673 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Penserra Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.