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Smartleaf Asset Management’s Everest Group EG Stock Holding History

Smartleaf Asset Management’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 		$14.2K Sell
43
-15
-26% -$4.94K ﹤0.01% 2148
2025
Q4 		$19.8K Sell
58
-14
-19% -$4.62K ﹤0.01% 2040
2025
Q3 		$24.9K Buy
72
+29
+67% +$9.79K ﹤0.01% 1724
2025
Q2 		$14.7K Sell
43
-5
-10% -$1.73K ﹤0.01% 1687
2025
Q1 		$17.6K Sell
48
-27
-36% -$9.54K ﹤0.01% 1671
2024
Q4 		$27.2K Buy
75
+16
+27% +$5.99K ﹤0.01% 1484
2024
Q3 		$23.5K Buy
59
+40
+211% +$15.2K ﹤0.01% 1258
2024
Q2 		$7.23K Sell
19
-13
-41% -$4.91K ﹤0.01% 1595
2024
Q1 		$12.7K Buy
32
+16
+100% +$6K ﹤0.01% 953
2023
Q4 		$5.64K Buy
+16
New +$6.2K ﹤0.01% 847

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

Smartleaf Asset Management's EG Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Everest Group (EG) stake by 26% in Q1 2026, selling an estimated $4.94K and leaving 43 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Smartleaf Asset Management first reported a position in EG in Q4 2023 and has held it in 10 quarters since. The position peaked at $27.2K in Q4 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Smartleaf Asset Management held 43 shares of Everest Group worth $14.2K as of Q1 2026.
  • Smartleaf Asset Management sold 15 Everest Group shares in Q1 2026, an estimated $4.94K.
  • Everest Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2148 holding.
  • Smartleaf Asset Management first reported a position in Everest Group in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Everest Group position peaked at $27.2K in Q4 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.