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Susquehanna Portfolio Strategies’s Everest Group EG Stock Holding History

Susquehanna Portfolio Strategies’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 		– Sell
-34,631
Closed -$11.8M – 1013
2025
Q4 		$11.8M Hold
34,631
– – 0.18% 155
2025
Q3 		$12.1M Buy
34,631
+9,955
+40% +$3.36M 0.19% 145
2025
Q2 		$8.39M Buy
+24,676
New +$8.51M 0.18% 161

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 Portfolio Strategies's EG Position: Q1 2026 in Review

Susquehanna Portfolio Strategies sold out of Everest Group (EG) in Q1 2026, closing a stake of 34,631 shares — an estimated $11.8M sold.

Susquehanna Portfolio Strategies first reported a position in EG in Q2 2025 and held it in 3 quarters. The position peaked at $12.1M in Q3 2025. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Susquehanna Portfolio Strategies reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 34,631 Everest Group shares in Q1 2026, an estimated $11.8M.
  • Susquehanna Portfolio Strategies first reported a position in Everest Group in Q2 2025 and held it in 3 quarters.
  • Susquehanna Portfolio Strategies's Everest Group position peaked at $12.1M in Q3 2025.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

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