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Pine Valley Investments’s Everest Group EG Stock Holding History

Pine Valley Investments’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
Q3 		– Sell
-5,825
Closed -$1.98M – 575
2025
Q2 		$1.98M Buy
5,825
+311
+6% +$107K 0.11% 187
2025
Q1 		$2M Sell
5,514
-575
-9% -$203K 0.12% 182
2024
Q4 		$2.21M Sell
6,089
-421
-6% -$158K 0.13% 167
2024
Q3 		$2.55M Buy
+6,510
New +$2.48M 0.15% 143

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pine Valley Investments's EG Position: Q3 2025 in Review

Pine Valley Investments sold out of Everest Group (EG) in Q3 2025, closing a stake of 5,825 shares — an estimated $1.98M sold.

Pine Valley Investments first reported a position in EG in Q3 2024 and held it in 4 quarters. The position peaked at $2.55M in Q3 2024. 676 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • Pine Valley Investments reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
  • Pine Valley Investments sold 5,825 Everest Group shares in Q3 2025, an estimated $1.98M.
  • Pine Valley Investments first reported a position in Everest Group in Q3 2024 and held it in 4 quarters.
  • Pine Valley Investments's Everest Group position peaked at $2.55M in Q3 2024.
  • 676 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on Pine Valley Investments's 13F filing for Q3 2025, filed 17 Feb 2026.