Syon Capital’s Everest Group EG Stock Holding History

Syon Capital’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	-827	Closed	-$281K	–	918
2025 Q4	$281K	Buy	827 +136	+20%	+$44.9K	0.01%	767
2025 Q3	$242K	Buy	+691	New	+$233K	0.01%	725

Other funds holding EG

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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Syon Capital's EG Position: Q1 2026 in Review

Syon Capital sold out of Everest Group (EG) in Q1 2026, closing a stake of 827 shares — an estimated $281K sold.

Syon Capital first reported a position in EG in Q3 2025 and held it in 2 quarters. The position peaked at $281K in Q4 2025. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Syon Capital reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
Syon Capital sold 827 Everest Group shares in Q1 2026, an estimated $281K.
Syon Capital first reported a position in Everest Group in Q3 2025 and held it in 2 quarters.
Syon Capital's Everest Group position peaked at $281K in Q4 2025.
664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.