Tucker Asset Management’s Everest Group EG Stock Holding History

Tucker Asset 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
2026 Q1	–	Sell	-6	Closed	-$2.04K	–	562
2025 Q4	$2.04K	Buy	+6	New	+$1.98K	﹤0.01%	846

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tucker Asset Management's EG Position: Q1 2026 in Review

Tucker Asset Management sold out of Everest Group (EG) in Q1 2026, closing a stake of 6 shares — an estimated $2.04K sold.

Tucker Asset Management first reported a position in EG in Q4 2025 and held it in 1 quarter. The position peaked at $2.04K in Q4 2025. 670 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Tucker Asset Management reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 6 Everest Group shares in Q1 2026, an estimated $2.04K.
Tucker Asset Management first reported a position in Everest Group in Q4 2025 and held it in 1 quarter.
Tucker Asset Management's Everest Group position peaked at $2.04K in Q4 2025.
670 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.