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Teza Capital Management’s Everest Group EG Stock Holding History

Teza 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
2025
Q1 		– Sell
-46,107
Closed -$16.7M – 451
2024
Q4 		$16.7M Buy
46,107
+41,888
+993% +$15.7M 2.53% 2
2024
Q3 		$1.65M Buy
4,219
+3,054
+262% +$1.16M 0.18% 168
2024
Q2 		$444K Buy
+1,165
New +$440K 0.05% 379
2024
Q1 		– Sell
-3,664
Closed -$1.3M – 610
2023
Q4 		$1.3M Buy
+3,664
New +$1.42M 0.22% 145
2023
Q3 		– Sell
-3,273
Closed -$1.12M – 634
2023
Q2 		$1.12M Buy
3,273
+515
+19% +$186K 0.18% 158
2023
Q1 		$987K Sell
2,758
-2,352
-46% -$845K 0.21% 146
2022
Q4 		$1.69M Sell
5,110
-2,610
-34% -$813K 0.32% 84
2022
Q3 		$2.03M Buy
7,720
+5,412
+234% +$1.46M 0.42% 57
2022
Q2 		$647K Buy
2,308
+746
+48% +$211K 0.25% 146
2022
Q1 		$471K Buy
+1,562
New +$449K 0.18% 182
2020
Q4 		– Sell
-2,137
Closed -$422K – 313
2020
Q3 		$422K Buy
+2,137
New +$458K 0.25% 136
2019
Q4 		– Sell
-756
Closed -$201K – 603
2019
Q3 		$201K Sell
756
-1,319
-64% -$333K 0.05% 452
2019
Q2 		$513K Buy
+2,075
New +$498K 0.3% 115
2019
Q1 		– Sell
-1,977
Closed -$431K – 331
2018
Q4 		$431K Buy
+1,977
New +$431K 0.16% 206
2018
Q2 		– Sell
-2,411
Closed -$619K – 490
2018
Q1 		$619K Buy
+2,411
New +$579K 0.15% 250

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Teza Capital Management's EG Position: Q1 2025 in Review

Teza Capital Management sold out of Everest Group (EG) in Q1 2025, closing a stake of 46,107 shares — an estimated $16.7M sold.

Teza Capital Management first reported a position in EG in Q1 2018 and held it in 15 quarters. The position peaked at $16.7M in Q4 2024. 679 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Teza Capital Management reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • Teza Capital Management sold 46,107 Everest Group shares in Q1 2025, an estimated $16.7M.
  • Teza Capital Management first reported a position in Everest Group in Q1 2018 and held it in 15 quarters.
  • Teza Capital Management's Everest Group position peaked at $16.7M in Q4 2024.
  • 679 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Teza Capital Management's 13F filing for Q1 2025, filed 15 May 2025.