Salomon & Ludwin’s Everest Group EG Stock Holding History

Salomon & Ludwin’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 Q4	–	Sell	-23	Closed	-$8.21K	–	2159
2025 Q3	$8.21K	Buy	+23	New	+$7.76K	﹤0.01%	1458

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Salomon & Ludwin's EG Position: Q4 2025 in Review

Salomon & Ludwin sold out of Everest Group (EG) in Q4 2025, closing a stake of 23 shares — an estimated $8.21K sold.

Salomon & Ludwin first reported a position in EG in Q3 2025 and held it in 1 quarter. The position peaked at $8.21K in Q3 2025. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

Salomon & Ludwin reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
Salomon & Ludwin sold 23 Everest Group shares in Q4 2025, an estimated $8.21K.
Salomon & Ludwin first reported a position in Everest Group in Q3 2025 and held it in 1 quarter.
Salomon & Ludwin's Everest Group position peaked at $8.21K in Q3 2025.
685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Salomon & Ludwin's 13F filing for Q4 2025, filed 28 Jan 2026.