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 		$1.14M Buy
3,500
+3,400
+3,400% +$1.12M ﹤0.01% 2361
2025
Q4 		$33.9K Sell
100
-1,200
-92% -$396K ﹤0.01% 6005
2025
Q3 		$455K Hold
1,300
– – ﹤0.01% 3947
2025
Q2 		$441K Sell
1,300
-1,800
-58% -$621K ﹤0.01% 3631
2025
Q1 		$1.13M Buy
3,100
+2,700
+675% +$954K ﹤0.01% 2595
2024
Q4 		$144K Sell
400
-8,800
-96% -$3.3M ﹤0.01% 4825
2024
Q3 		$3.6M Sell
9,200
-1,700
-16% -$648K ﹤0.01% 1759
2024
Q2 		$4.15M Buy
10,900
+6,800
+166% +$2.57M ﹤0.01% 1573
2024
Q1 		$1.63M Sell
4,100
-5,300
-56% -$1.99M ﹤0.01% 2609
2023
Q4 		$3.32M Sell
9,400
-11,300
-55% -$4.38M ﹤0.01% 1904
2023
Q3 		$7.69M Buy
20,700
+16,200
+360% +$5.88M 0.01% 1062
2023
Q2 		$5K Buy
4,500
+500
+13% +$181K ﹤0.01% 7898
2023
Q1 		$1.43M Buy
4,000
+1,000
+33% +$359K ﹤0.01% 2240
2022
Q4 		$993K Sell
3,000
-3,100
-51% -$966K ﹤0.01% 2466
2022
Q3 		$1.6M Buy
6,100
+5,900
+2,950% +$1.6M ﹤0.01% 2166
2022
Q2 		$56K Buy
+200
New +$56.5K ﹤0.01% 6333
2022
Q1 		– Sell
-200
Closed -$54K – 10607
2021
Q4 		$54K Buy
200
+100
+100% +$27K ﹤0.01% 7157
2021
Q3 		$25K Buy
+100
New +$25.6K ﹤0.01% 8229
2021
Q2 		– Sell
-7
Closed -$173K – 10165
2021
Q1 		$173K Buy
7
+5
+250% +$1.19K ﹤0.01% 4964
2020
Q4 		$46K Buy
+2
New +$442 ﹤0.01% 6275
2020
Q3 		– Sell
-17
Closed -$350K – 7943
2020
Q2 		$350K Buy
17
+14
+467% +$2.73K ﹤0.01% 3337
2020
Q1 		$57K Sell
3
-49
-94% -$12.5K ﹤0.01% 4990
2019
Q4 		$1.44M Buy
52
+44
+550% +$11.6K ﹤0.01% 1762
2019
Q3 		$212K Sell
8
-35
-81% -$8.84K ﹤0.01% 3503
2019
Q2 		$1.06M Buy
43
+21
+95% +$5.04K ﹤0.01% 1839
2019
Q1 		$475K Buy
22
+10
+83% +$2.18K ﹤0.01% 2716
2018
Q4 		$261K Sell
12
-10
-45% -$2.18K ﹤0.01% 2865
2018
Q3 		$502K Buy
22
+18
+450% +$4.03K ﹤0.01% 2625
2018
Q2 		$92K Sell
4
-2,827
-100% -$664K ﹤0.01% 4390
2018
Q1 		$733K Buy
2,831
+2,829
+141,450% +$679K 0.03% 522
2017
Q4 		$1K Buy
+2
New +$451 ﹤0.01% 5477
2017
Q3 		– Sell
-8
Closed -$14K – 6036
2017
Q2 		$14K Buy
+8
New +$1.98K ﹤0.01% 3645
2017
Q1 		– Sell
-6
Closed -$11K – 6282
2016
Q4 		$11K Sell
6
-6
-50% -$1.24K ﹤0.01% 3635
2016
Q3 		$4K Buy
12
+8
+200% +$1.5K ﹤0.01% 4434
2016
Q2 		$3K Sell
4
-2
-33% -$368 ﹤0.01% 4610
2016
Q1 		$4K Sell
6
-3
-33% -$554 ﹤0.01% 4234
2015
Q4 		$2K Sell
9
-18
-67% -$3.27K ﹤0.01% 4474
2015
Q3 		$37K Sell
27
-1
-4% -$181 ﹤0.01% 2230
2015
Q2 		$1K Buy
28
+1
+4% +$182 ﹤0.01% 4619
2015
Q1 		$1K Buy
+27
New +$4.74K ﹤0.01% 4442

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.