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Tortoise Investment Management’s Everest Group EG Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-5
Closed -$1.75K – 592
2025
Q3 		$1.75K Buy
5
+3
+150% +$1.01K ﹤0.01% 910
2025
Q2 		$680 Buy
+2
New +$690 ﹤0.01% 1042
2015
Q2 		– Sell
-7
Closed -$1K – 433
2015
Q1 		$1K Hold
7
– – ﹤0.01% 397
2014
Q4 		$1K Buy
+7
New +$1.18K ﹤0.01% 446
2013
Q3 		– Sell
-50
Closed -$6K – 375
2013
Q2 		$6K Buy
+50
New +$6.47K ﹤0.01% 271

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Tortoise Investment Management's EG Position: Q4 2025 in Review

Tortoise Investment Management sold out of Everest Group (EG) in Q4 2025, closing a stake of 5 shares — an estimated $1.75K sold.

Tortoise Investment Management first reported a position in EG in Q2 2013 and held it in 5 quarters. The position peaked at $6K in Q2 2013. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • Tortoise Investment Management reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 5 Everest Group shares in Q4 2025, an estimated $1.75K.
  • Tortoise Investment Management first reported a position in Everest Group in Q2 2013 and held it in 5 quarters.
  • Tortoise Investment Management's Everest Group position peaked at $6K in Q2 2013.
  • 685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.