SW
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Simplicity Wealth’s Everest Group EG Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-710
Closed -$241K – 721
2025
Q2 		$241K Buy
710
+89
+14% +$30.7K 0.01% 548
2025
Q1 		$226K Buy
+621
New +$219K 0.02% 493

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Simplicity Wealth's EG Position: Q3 2025 in Review

Simplicity Wealth sold out of Everest Group (EG) in Q3 2025, closing a stake of 710 shares — an estimated $241K sold.

Simplicity Wealth first reported a position in EG in Q1 2025 and held it in 2 quarters. The position peaked at $241K in Q2 2025. 676 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • Simplicity Wealth reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
  • Simplicity Wealth sold 710 Everest Group shares in Q3 2025, an estimated $241K.
  • Simplicity Wealth first reported a position in Everest Group in Q1 2025 and held it in 2 quarters.
  • Simplicity Wealth's Everest Group position peaked at $241K in Q2 2025.
  • 676 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on Simplicity Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.