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Steph & Co’s Everest Group EG Stock Holding History

Steph & Co’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
Q2 		– Sell
-329
Closed -$120K – 301
2025
Q1 		$120K Sell
329
-37
-10% -$13.1K 0.04% 139
2024
Q4 		$133K Buy
366
+35
+11% +$13.1K 0.04% 138
2024
Q3 		$130K Sell
331
-11
-3% -$4.19K 0.04% 145
2024
Q2 		$130K Buy
342
+3
+0.9% +$1.13K 0.04% 144
2024
Q1 		$135K Buy
339
+2
+0.6% +$750 0.05% 144
2023
Q4 		$119K Hold
337
– – 0.06% 129
2023
Q3 		$125K Buy
+337
New +$122K 0.07% 139

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Steph & Co's EG Position: Q2 2025 in Review

Steph & Co sold out of Everest Group (EG) in Q2 2025, closing a stake of 329 shares — an estimated $120K sold.

Steph & Co first reported a position in EG in Q3 2023 and held it in 7 quarters. The position peaked at $135K in Q1 2024. 673 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • Steph & Co reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • Steph & Co sold 329 Everest Group shares in Q2 2025, an estimated $120K.
  • Steph & Co first reported a position in Everest Group in Q3 2023 and held it in 7 quarters.
  • Steph & Co's Everest Group position peaked at $135K in Q1 2024.
  • 673 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Steph & Co's 13F filing for Q2 2025, filed 16 Jul 2025.