Prelude Capital Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-678
| Closed | -$230K | – | 1310 |
|
|
2025
Q4 | $230K | Sell |
678
-32
| -5% | -$10.6K | 0.02% | 963 |
|
|
2025
Q3 | $249K | Buy |
+710
| New | +$240K | 0.02% | 832 |
|
|
2023
Q2 | – | Sell |
-786
| Closed | -$281K | – | 1193 |
|
|
2023
Q1 | $281K | Buy |
+786
| New | +$282K | 0.02% | 670 |
|
|
2022
Q4 | – | Sell |
-3,690
| Closed | -$968K | – | 1397 |
|
|
2022
Q3 | $968K | Buy |
3,690
+2,295
| +165% | +$621K | 0.03% | 440 |
|
|
2022
Q2 | $391K | Buy |
+1,395
| New | +$394K | 0.01% | 930 |
|
|
2020
Q4 | – | Sell |
-1,206
| Closed | -$238K | – | 1454 |
|
|
2020
Q3 | $238K | Buy |
+1,206
| New | +$258K | 0.01% | 634 |
|
|
2020
Q2 | – | Sell |
-758
| Closed | -$146K | – | 2027 |
|
|
2020
Q1 | $146K | Buy |
+758
| New | +$194K | 0.01% | 506 |
|
|
2019
Q1 | – | Sell |
-2,639
| Closed | -$574K | – | 1857 |
|
|
2018
Q4 | $575K | Buy |
+2,639
| New | +$575K | 0.04% | 434 |
|
|
2018
Q3 | – | Sell |
-2,675
| Closed | -$617K | – | 1795 |
|
|
2018
Q2 | $617K | Buy |
2,675
+72
| +3% | +$16.9K | 0.04% | 470 |
|
|
2018
Q1 | $669K | Buy |
2,603
+212
| +9% | +$50.9K | 0.05% | 369 |
|
|
2017
Q4 | $529K | Buy |
2,391
+800
| +50% | +$180K | 0.04% | 408 |
|
|
2017
Q3 | $363K | Buy |
+1,591
| New | +$401K | 0.03% | 460 |
|
|
2017
Q1 | – | Sell |
-820
| Closed | -$177K | – | 1565 |
|
|
2016
Q4 | $177K | Buy |
820
+80
| +11% | +$16.5K | 0.02% | 626 |
|
|
2016
Q3 | $141K | Hold |
740
| – | – | 0.01% | 687 |
|
|
2016
Q2 | $135K | Buy |
740
+40
| +6% | +$7.35K | 0.02% | 635 |
|
|
2016
Q1 | $138K | Sell |
700
-200
| -22% | -$37K | 0.02% | 657 |
|
|
2015
Q4 | $165K | Buy |
900
+440
| +96% | +$79.9K | 0.03% | 646 |
|
|
2015
Q3 | $80K | Sell |
460
-600
| -57% | -$109K | 0.01% | 906 |
|
|
2015
Q2 | $193K | Buy |
1,060
+230
| +28% | +$41.9K | 0.03% | 613 |
|
|
2015
Q1 | $144K | Buy |
830
+430
| +108% | +$75.5K | 0.02% | 837 |
|
|
2014
Q4 | $68K | Hold |
400
| – | – | 0.01% | 1153 |
|
|
2014
Q3 | $65K | Sell |
400
-1,175
| -75% | -$190K | 0.01% | 1286 |
|
|
2014
Q2 | $253K | Buy |
1,575
+50
| +3% | +$7.91K | 0.03% | 647 |
|
|
2014
Q1 | $233K | Sell |
1,525
-1,285
| -46% | -$190K | 0.03% | 675 |
|
|
2013
Q4 | $438K | Buy |
2,810
+2,181
| +347% | +$333K | 0.07% | 391 |
|
|
2013
Q3 | $91K | Buy |
+629
| New | +$85.2K | 0.01% | 787 |
|
Other funds holding EG
VCM
VPM
VVP
Prelude Capital Management's EG Position: Q1 2026 in Review
Prelude Capital Management sold out of Everest Group (EG) in Q1 2026, closing a stake of 678 shares — an estimated $230K sold.
Prelude Capital Management first reported a position in EG in Q3 2013 and held it in 26 quarters. The position peaked at $968K in Q3 2022. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.
- Prelude Capital Management reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
- Prelude Capital Management sold 678 Everest Group shares in Q1 2026, an estimated $230K.
- Prelude Capital Management first reported a position in Everest Group in Q3 2013 and held it in 26 quarters.
- Prelude Capital Management's Everest Group position peaked at $968K in Q3 2022.
- 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.
Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.