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Truvestments Capital’s Everest Group EG Stock Holding History

Truvestments 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
-1
Closed -$339 – 1188
2025
Q4 		$339 Buy
+1
New +$330 ﹤0.01% 966
2019
Q4 		– Sell
-59
Closed -$16K – 278
2019
Q3 		$16K Hold
59
– – 0.01% 435
2019
Q2 		$15K Hold
59
– – 0.01% 467
2019
Q1 		$13K Buy
+59
New +$12.8K 0.01% 471
2018
Q3 		$109K Buy
+478
New +$107K 0.05% 239

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Truvestments Capital's EG Position: Q1 2026 in Review

Truvestments Capital sold out of Everest Group (EG) in Q1 2026, closing a stake of 1 share — an estimated $339 sold.

Truvestments Capital first reported a position in EG in Q3 2018 and held it in 5 quarters. The position peaked at $109K in Q3 2018. 670 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Truvestments Capital reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Truvestments Capital sold 1 Everest Group share in Q1 2026, an estimated $339.
  • Truvestments Capital first reported a position in Everest Group in Q3 2018 and held it in 5 quarters.
  • Truvestments Capital's Everest Group position peaked at $109K in Q3 2018.
  • 670 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

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