PCM
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Prelude Capital Management’s Everest Group EG Stock Holding History

Prelude 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
2019
Q2 		– Sell
-800
Closed -$173K – 1783
2019
Q1 		$173K Buy
+800
New +$174K 0.01% 763

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.