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Sagewood Asset Management’s Everest Group EG Stock Holding History

Sagewood 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
Q2 		$749K Buy
2,096
+1,122
+115% +$384K 0.17% 107
2026
Q1 		$318K Buy
+974
New +$321K 0.1% 211

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Sagewood Asset Management's EG Position: Q2 2026 in Review

Sagewood Asset Management increased its Everest Group (EG) stake by 115% in Q2 2026, buying an estimated $384K and bringing the position to 2,096 shares worth $749K. The position accounts for 0.17% of the portfolio, ranked #107.

Sagewood Asset Management first reported a position in EG in Q1 2026 and has held it in 2 quarters since. 687 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Sagewood Asset Management held 2,096 shares of Everest Group worth $749K as of Q2 2026.
  • Sagewood Asset Management bought 1,122 Everest Group shares in Q2 2026, an estimated $384K.
  • Everest Group made up 0.17% of Sagewood Asset Management's portfolio in Q2 2026, its #107 holding.
  • Sagewood Asset Management first reported a position in Everest Group in Q1 2026 and has held it in 2 quarters since.
  • 687 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.