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Ransom Advisory’s Everest Group EG Stock Holding History

Ransom Advisory’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
-11
Closed -$3.74K – 309
2025
Q2 		$3.74K Hold
11
– – ﹤0.01% 295
2025
Q1 		$4K Hold
11
– – ﹤0.01% 299
2024
Q4 		$3.99K Hold
11
– – ﹤0.01% 379
2024
Q3 		$4.31K Sell
11
-19
-63% -$7.24K ﹤0.01% 379
2024
Q2 		$11.4K Buy
+30
New +$11.3K 0.01% 339

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

Ransom Advisory's EG Position: Q3 2025 in Review

Ransom Advisory sold out of Everest Group (EG) in Q3 2025, closing a stake of 11 shares — an estimated $3.74K sold.

Ransom Advisory first reported a position in EG in Q2 2024 and held it in 5 quarters. The position peaked at $11.4K in Q2 2024. 677 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • Ransom Advisory reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
  • Ransom Advisory sold 11 Everest Group shares in Q3 2025, an estimated $3.74K.
  • Ransom Advisory first reported a position in Everest Group in Q2 2024 and held it in 5 quarters.
  • Ransom Advisory's Everest Group position peaked at $11.4K in Q2 2024.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on Ransom Advisory's 13F filing for Q3 2025, filed 3 Oct 2025.