SCM
EG icon

Sterling Capital Management’s Everest Group EG Stock Holding History

Sterling Capital 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
Q2 		$425K Sell
1,190
-54
-4% -$18.5K 0.01% 879
2026
Q1 		$407K Sell
1,244
-141,906
-99% -$46.7M 0.01% 870
2025
Q4 		$48.6M Sell
143,150
-94,856
-40% -$31.3M 0.79% 28
2025
Q3 		$83.4M Sell
238,006
-22,423
-9% -$7.57M 1.22% 15
2025
Q2 		$88.5M Sell
260,429
-17,813
-6% -$6.15M 1.26% 16
2025
Q1 		$101M Sell
278,242
-374
-0.1% -$132K 1.57% 17
2024
Q4 		$101M Buy
278,616
+276,266
+11,756% +$103M 1.38% 15
2024
Q3 		$921K Buy
+2,350
New +$895K 0.01% 625
2019
Q1 		– Sell
-5,458
Closed -$1.19M – 839
2018
Q4 		$1.19M Sell
5,458
-171
-3% -$37.2K 0.01% 492
2018
Q3 		$1.29M Sell
5,629
-2,237
-28% -$501K 0.01% 528
2018
Q2 		$1.81M Sell
7,866
-361
-4% -$84.7K 0.02% 431
2018
Q1 		$2.11M Buy
8,227
+2,395
+41% +$575K 0.02% 393
2017
Q4 		$1.29M Buy
5,832
+735
+14% +$166K 0.01% 531
2017
Q3 		$1.16M Sell
5,097
-9,692
-66% -$2.44M 0.01% 561
2017
Q2 		$3.77M Sell
14,789
-745
-5% -$184K 0.04% 258
2017
Q1 		$3.63M Buy
15,534
+7,255
+88% +$1.66M 0.03% 265
2016
Q4 		$1.79M Buy
8,279
+12
+0.1% +$2.47K 0.02% 408
2016
Q3 		$1.57M Sell
8,267
-89
-1% -$16.7K 0.01% 433
2016
Q2 		$1.53M Buy
+8,356
New +$1.54M 0.01% 438

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Sterling Capital Management's EG Position: Q2 2026 in Review

Sterling Capital Management reduced its Everest Group (EG) stake by 4.3% in Q2 2026, selling an estimated $18.5K and leaving 1,190 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #879.

Sterling Capital Management first reported a position in EG in Q2 2016 and has held it in 19 quarters since. The position peaked at $101M in Q1 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Sterling Capital Management held 1,190 shares of Everest Group worth $425K as of Q2 2026.
  • Sterling Capital Management sold 54 Everest Group shares in Q2 2026, an estimated $18.5K.
  • Everest Group made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #879 holding.
  • Sterling Capital Management first reported a position in Everest Group in Q2 2016 and has held it in 19 quarters since.
  • Sterling Capital Management's Everest Group position peaked at $101M in Q1 2025.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.