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EG icon

SignatureFD’s Everest Group EG Stock Holding History

SignatureFD’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 		$110K Buy
338
+132
+64% +$43.4K ﹤0.01% 1299
2025
Q4 		$69.9K Buy
206
+18
+10% +$5.94K ﹤0.01% 1476
2025
Q3 		$65.8K Sell
188
-35
-16% -$11.8K ﹤0.01% 1498
2025
Q2 		$75.8K Sell
223
-106
-32% -$36.6K ﹤0.01% 1371
2025
Q1 		$120K Buy
329
+5
+2% +$1.77K ﹤0.01% 1116
2024
Q4 		$117K Sell
324
-212
-40% -$79.4K ﹤0.01% 1153
2024
Q3 		$210K Buy
536
+182
+51% +$69.3K ﹤0.01% 839
2024
Q2 		$135K Buy
354
+84
+31% +$31.8K ﹤0.01% 1010
2024
Q1 		$107K Buy
270
+102
+61% +$38.2K ﹤0.01% 1141
2023
Q4 		$59.4K Buy
168
+25
+17% +$9.68K ﹤0.01% 1378
2023
Q3 		$53.1K Buy
143
+15
+12% +$5.44K ﹤0.01% 1357
2023
Q2 		$43.8K Sell
128
-18
-12% -$6.5K ﹤0.01% 1508
2023
Q1 		$52.3K Buy
146
+2
+1% +$719 ﹤0.01% 1368
2022
Q4 		$47.7K Buy
144
+27
+23% +$8.41K ﹤0.01% 1398
2022
Q3 		$31K Sell
117
-24
-17% -$6.49K ﹤0.01% 1523
2022
Q2 		$40K Buy
141
+39
+38% +$11K ﹤0.01% 1413
2022
Q1 		$31K Buy
102
+5
+5% +$1.44K ﹤0.01% 1612
2021
Q4 		$27K Hold
97
– – ﹤0.01% 1644
2021
Q3 		$24K Buy
97
+8
+9% +$2.05K ﹤0.01% 1672
2021
Q2 		$22K Buy
89
+17
+24% +$4.42K ﹤0.01% 1674
2021
Q1 		$18K Sell
72
-10
-12% -$2.38K ﹤0.01% 1607
2020
Q4 		$19K Sell
82
-24
-23% -$5.3K ﹤0.01% 1463
2020
Q3 		$21K Hold
106
– – ﹤0.01% 1345
2020
Q2 		$22K Sell
106
-282
-73% -$54.9K ﹤0.01% 1297
2020
Q1 		$75K Sell
388
-84
-18% -$21.4K 0.01% 742
2019
Q4 		$131K Buy
472
+18
+4% +$4.75K 0.01% 605
2019
Q3 		$121K Buy
454
+9
+2% +$2.27K 0.01% 575
2019
Q2 		$110K Sell
445
-8
-2% -$1.92K 0.01% 584
2019
Q1 		$98K Sell
453
-187
-29% -$40.7K 0.01% 635
2018
Q4 		$139K Buy
640
+129
+25% +$28.1K 0.01% 470
2018
Q3 		$117K Sell
511
-29
-5% -$6.49K 0.01% 582
2018
Q2 		$124K Sell
540
-148
-22% -$34.7K 0.01% 537
2018
Q1 		$177K Buy
+688
New +$165K 0.02% 373
2017
Q3 		– Sell
-787
Closed -$200K – 323
2017
Q2 		$200K Buy
+787
New +$194K 0.03% 274
2016
Q4 		– Sell
-301
Closed -$57K – 518
2016
Q3 		$57K Buy
301
+154
+105% +$29K 0.01% 502
2016
Q2 		$27K Sell
147
-4
-3% -$735 ﹤0.01% 637
2016
Q1 		$30K Buy
151
+78
+107% +$14.4K 0.01% 558
2015
Q4 		$13K Buy
73
+30
+70% +$5.45K ﹤0.01% 673
2015
Q3 		$7K Hold
43
– – ﹤0.01% 750
2015
Q2 		$8K Hold
43
– – ﹤0.01% 672
2015
Q1 		$7K Buy
43
+6
+16% +$1.05K ﹤0.01% 594
2014
Q4 		$6K Hold
37
– – ﹤0.01% 571
2014
Q3 		$6K Hold
37
– – ﹤0.01% 516
2014
Q2 		$6K Hold
37
– – ﹤0.01% 550
2014
Q1 		$6K Sell
37
-14
-27% -$2.07K ﹤0.01% 490
2013
Q4 		$8K Hold
51
– – ﹤0.01% 463
2013
Q3 		$7K Hold
51
– – ﹤0.01% 446
2013
Q2 		$7K Buy
+51
New +$6.6K ﹤0.01% 367

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

SignatureFD's EG Position: Q1 2026 in Review

SignatureFD increased its Everest Group (EG) stake by 64% in Q1 2026, buying an estimated $43.4K and bringing the position to 338 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

SignatureFD first reported a position in EG in Q2 2013 and has held it in 48 quarters since. The position peaked at $210K in Q3 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • SignatureFD held 338 shares of Everest Group worth $110K as of Q1 2026.
  • SignatureFD bought 132 Everest Group shares in Q1 2026, an estimated $43.4K.
  • Everest Group made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1299 holding.
  • SignatureFD first reported a position in Everest Group in Q2 2013 and has held it in 48 quarters since.
  • SignatureFD's Everest Group position peaked at $210K in Q3 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.