Simplex Trading
EG icon

Simplex Trading’s Everest Group EG Stock Holding History

Simplex Trading’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 		– Sell
-757
Closed -$249K – 9337
2025
Q4 		$257K Buy
+757
New +$250K ﹤0.01% 3975
2025
Q3 		– Sell
-347
Closed -$117K – 9279
2025
Q2 		$117K Sell
347
-83
-19% -$28.6K ﹤0.01% 5078
2025
Q1 		$156K Buy
+430
New +$152K ﹤0.01% 4589
2023
Q3 		– Sell
-676
Closed -$245K – 8919
2023
Q2 		$231K Buy
+676
New +$244K ﹤0.01% 4137
2022
Q4 		– Sell
-3,882
Closed -$1.21M – 9453
2022
Q3 		$1.02M Buy
3,882
+2,767
+248% +$749K ﹤0.01% 2613
2022
Q2 		$312K Sell
1,115
-701
-39% -$198K ﹤0.01% 4053
2022
Q1 		$547K Buy
1,816
+698
+62% +$201K ﹤0.01% 3737
2021
Q4 		$306K Buy
1,118
+797
+248% +$215K ﹤0.01% 4533
2021
Q3 		$82K Hold
321
– – ﹤0.01% 6895
2021
Q2 		$80K Sell
321
-1,568
-83% -$408K ﹤0.01% 7045
2021
Q1 		$468K Sell
1,889
-504
-21% -$120K ﹤0.01% 3468
2020
Q4 		$560K Buy
2,393
+1,570
+191% +$347K ﹤0.01% 3277
2020
Q3 		$162K Sell
823
-160
-16% -$34.3K ﹤0.01% 4353
2020
Q2 		$202K Sell
983
-9,344
-90% -$1.82M ﹤0.01% 3989
2020
Q1 		$1.99M Buy
+10,327
New +$2.64M ﹤0.01% 1278
2019
Q4 		– Sell
-1,215
Closed -$321K – 7425
2019
Q3 		$323K Buy
+1,215
New +$307K ﹤0.01% 3096
2018
Q1 		– Sell
-7,180
Closed -$1.72M – 6300
2017
Q4 		$1.59M Buy
7,180
+1,225
+21% +$276K 0.07% 246
2017
Q3 		$1.36M Buy
5,955
+3,751
+170% +$945K 0.06% 281
2017
Q2 		$561K Buy
+2,204
New +$544K 0.02% 590

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

Simplex Trading's EG Position: Q1 2026 in Review

Simplex Trading sold out of Everest Group (EG) in Q1 2026, closing a stake of 757 shares — an estimated $249K sold.

Simplex Trading first reported a position in EG in Q2 2017 and held it in 19 quarters. The position peaked at $1.99M in Q1 2020. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Simplex Trading reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 757 Everest Group shares in Q1 2026, an estimated $249K.
  • Simplex Trading first reported a position in Everest Group in Q2 2017 and held it in 19 quarters.
  • Simplex Trading's Everest Group position peaked at $1.99M in Q1 2020.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.