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Susquehanna Fundamental Investments’s Everest Group EG Stock Holding History

Susquehanna Fundamental Investments’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 		$4.85M Sell
14,851
-8,624
-37% -$2.84M 0.18% 128
2025
Q4 		$7.97M Buy
+23,475
New +$7.75M 0.27% 98
2025
Q2 		– Sell
-8,450
Closed -$3.07M – 812
2025
Q1 		$3.07M Sell
8,450
-39,770
-82% -$14.1M 0.04% 421
2024
Q4 		$17.5M Buy
+48,220
New +$18.1M 0.25% 94
2024
Q2 		$8.8M Buy
+23,090
New +$8.73M 0.2% 143
2023
Q3 		– Sell
-1,518
Closed -$519K – 435
2023
Q2 		$519K Hold
1,518
– – 0.02% 437
2023
Q1 		$543K Hold
1,518
– – 0.01% 659
2022
Q4 		$503K Sell
1,518
-19,640
-93% -$6.12M 0.01% 862
2022
Q3 		$5.55M Buy
+21,158
New +$5.72M 0.09% 298
2022
Q1 		$3.8M Buy
+12,600
New +$3.62M 0.07% 366
2020
Q1 		– Sell
-3,200
Closed -$886K – 339
2019
Q4 		$886K Buy
3,200
+200
+7% +$52.8K 0.12% 184
2019
Q3 		$798K Hold
3,000
– – 0.1% 206
2019
Q2 		$742K Buy
+3,000
New +$720K 0.09% 218
2018
Q3 		– Sell
-21,872
Closed -$5.04M – 363
2018
Q2 		$5.04M Buy
21,872
+3,634
+20% +$853K 0.75% 31
2018
Q1 		$4.68M Buy
+18,238
New +$4.38M 0.56% 46

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

Susquehanna Fundamental Investments's EG Position: Q1 2026 in Review

Susquehanna Fundamental Investments reduced its Everest Group (EG) stake by 37% in Q1 2026, selling an estimated $2.84M and leaving 14,851 shares worth $4.85M. The position accounts for 0.18% of the portfolio, ranked #128.

Susquehanna Fundamental Investments first reported a position in EG in Q1 2018 and has held it in 15 quarters since. The position peaked at $17.5M in Q4 2024. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Susquehanna Fundamental Investments held 14,851 shares of Everest Group worth $4.85M as of Q1 2026.
  • Susquehanna Fundamental Investments sold 8,624 Everest Group shares in Q1 2026, an estimated $2.84M.
  • Everest Group made up 0.18% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #128 holding.
  • Susquehanna Fundamental Investments first reported a position in Everest Group in Q1 2018 and has held it in 15 quarters since.
  • Susquehanna Fundamental Investments's Everest Group position peaked at $17.5M in Q4 2024.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.