Traynor Capital Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $713K | Sell |
1,996
-19
| -0.9% | -$6.51K | 0.03% | 167 |
|
|
2026
Q1 | $651K | Sell |
2,015
-202
| -9% | -$66.5K | 0.04% | 154 |
|
|
2025
Q4 | $752K | Sell |
2,217
-67
| -3% | -$22.1K | 0.04% | 144 |
|
|
2025
Q3 | $800K | Sell |
2,284
-290
| -11% | -$97.9K | 0.05% | 135 |
|
|
2025
Q2 | $878K | Sell |
2,574
-100
| -4% | -$34.5K | 0.06% | 99 |
|
|
2025
Q1 | $972K | Buy |
2,674
+46
| +2% | +$16.3K | 0.08% | 91 |
|
|
2024
Q4 | $953K | Buy |
2,628
+631
| +32% | +$236K | 0.06% | 102 |
|
|
2024
Q3 | $782K | Hold |
1,997
| – | – | 0.05% | 115 |
|
|
2024
Q2 | $761K | Buy |
1,997
+180
| +10% | +$68K | 0.06% | 108 |
|
|
2024
Q1 | $722K | Buy |
1,817
+499
| +38% | +$187K | 0.06% | 116 |
|
|
2023
Q4 | $466K | Buy |
1,318
+100
| +8% | +$38.7K | 0.05% | 144 |
|
|
2023
Q3 | $453K | Hold |
1,218
| – | – | 0.06% | 133 |
|
|
2023
Q2 | $416K | Hold |
1,218
| – | – | 0.05% | 131 |
|
|
2023
Q1 | $436K | Hold |
1,218
| – | – | 0.06% | 131 |
|
|
2022
Q4 | $403K | Sell |
1,218
-60
| -5% | -$18.7K | 0.06% | 135 |
|
|
2022
Q3 | $335K | Hold |
1,278
| – | – | 0.06% | 118 |
|
|
2022
Q2 | $358K | Sell |
1,278
-70
| -5% | -$19.8K | 0.06% | 107 |
|
|
2022
Q1 | $406K | Sell |
1,348
-228
| -14% | -$65.5K | 0.05% | 121 |
|
|
2021
Q4 | $431K | Hold |
1,576
| – | – | 0.05% | 135 |
|
|
2021
Q3 | $395K | Buy |
1,576
+249
| +19% | +$63.9K | 0.05% | 131 |
|
|
2021
Q2 | $335K | Sell |
1,327
-49
| -4% | -$12.8K | 0.05% | 131 |
|
|
2021
Q1 | $341K | Hold |
1,376
| – | – | 0.06% | 123 |
|
|
2020
Q4 | $322K | Sell |
1,376
-1,014
| -42% | -$224K | 0.06% | 115 |
|
|
2020
Q3 | $511K | Sell |
2,390
-198
| -8% | -$42.4K | 0.12% | 92 |
|
|
2020
Q2 | $533K | Buy |
2,588
+53
| +2% | +$10.3K | 0.13% | 87 |
|
|
2020
Q1 | $487K | Buy |
+2,535
| New | +$647K | 0.17% | 70 |
|
|
2018
Q4 | – | Sell |
-944
| Closed | -$217K | – | 170 |
|
|
2018
Q3 | $217K | Sell |
944
-49
| -5% | -$11K | 0.07% | 166 |
|
|
2018
Q2 | $225K | Buy |
993
+2
| +0.2% | +$470 | 0.08% | 158 |
|
|
2018
Q1 | $254K | Sell |
991
-181
| -15% | -$43.4K | 0.1% | 133 |
|
|
2017
Q4 | $259K | Buy |
1,172
+95
| +9% | +$21.4K | 0.11% | 133 |
|
|
2017
Q3 | $258K | Sell |
1,077
-169
| -14% | -$42.6K | 0.12% | 128 |
|
|
2017
Q2 | $323K | Sell |
1,246
-49
| -4% | -$12.1K | 0.16% | 117 |
|
|
2017
Q1 | $321K | Buy |
+1,295
| New | +$296K | 0.18% | 107 |
|
Other funds holding EG
VVP
Traynor Capital Management's EG Position: Q2 2026 in Review
Traynor Capital Management reduced its Everest Group (EG) stake by 0.94% in Q2 2026, selling an estimated $6.51K and leaving 1,996 shares worth $713K. The position accounts for 0.03% of the portfolio, ranked #167.
Traynor Capital Management first reported a position in EG in Q1 2017 and has held it in 33 quarters since. The position peaked at $972K in Q1 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.
- Traynor Capital Management held 1,996 shares of Everest Group worth $713K as of Q2 2026.
- Traynor Capital Management sold 19 Everest Group shares in Q2 2026, an estimated $6.51K.
- Everest Group made up 0.03% of Traynor Capital Management's portfolio in Q2 2026, its #167 holding.
- Traynor Capital Management first reported a position in Everest Group in Q1 2017 and has held it in 33 quarters since.
- Traynor Capital Management's Everest Group position peaked at $972K in Q1 2025.
- 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.
Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.