Resona Asset Management’s Everest Group EG Stock Holding History

Resona Asset 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
2026 Q1	$4.23M	Buy	12,958 +281	+2%	+$92.5K	0.02%	508
2025 Q4	$4.3M	Sell	12,677 -570	-4%	-$188K	0.02%	517
2025 Q3	$4.63M	Sell	13,247 -1,236	-9%	-$417K	0.02%	506
2025 Q2	$4.92M	Buy	14,483 +1,041	+8%	+$359K	0.02%	506
2025 Q1	$4.88M	Buy	13,442 +821	+7%	+$290K	0.03%	470
2024 Q4	$4.57M	Sell	12,621 -2,215	-15%	-$830K	0.03%	479
2024 Q3	$5.82M	Buy	14,836 +393	+3%	+$150K	0.03%	439
2024 Q2	$5.5M	Sell	14,443 -908	-6%	-$343K	0.03%	431
2024 Q1	$6.1M	Buy	+15,351	New	+$5.76M	0.04%	424

Other funds holding EG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return