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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return