Twin Tree Management
EG icon

Twin Tree Management’s Everest Group EG Stock Holding History

Twin Tree 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
Q2 		– Sell
-118,500
Closed -$43.1M – 1692
2025
Q1 		$43.1M Sell
118,500
-37,700
-24% -$13.3M 0.08% 211
2024
Q4 		$56.6M Buy
156,200
+124,900
+399% +$46.8M 0.1% 173
2024
Q3 		$12.3M Buy
+31,300
New +$11.9M 0.02% 584
2023
Q2 		– Sell
-14,800
Closed -$5.3M – 1320
2023
Q1 		$5.3M Sell
14,800
-7,800
-35% -$2.8M 0.01% 726
2022
Q4 		$7.49M Buy
22,600
+13,500
+148% +$4.21M 0.02% 658
2022
Q3 		$2.39M Buy
+9,100
New +$2.46M ﹤0.01% 917
2022
Q2 		– Sell
-9,300
Closed -$2.8M – 1579
2022
Q1 		$2.8M Sell
9,300
-10,000
-52% -$2.87M ﹤0.01% 1086
2021
Q4 		$5.29M Buy
+19,300
New +$5.22M 0.01% 823
2020
Q3 		– Sell
-2,900
Closed -$598K – 1314
2020
Q2 		$598K Hold
2,900
– – ﹤0.01% 1135
2020
Q1 		$558K Buy
+2,900
New +$741K ﹤0.01% 962
2018
Q3 		– Sell
-7,000
Closed -$1.61M – 1108
2018
Q2 		$1.61M Sell
7,000
-4,100
-37% -$962K 0.01% 684
2018
Q1 		$2.85M Buy
+11,100
New +$2.66M 0.02% 451
2016
Q1 		– Sell
-5,200
Closed -$952K – 1297
2015
Q4 		$952K Hold
5,200
– – 0.02% 670
2015
Q3 		$901K Sell
5,200
-11,600
-69% -$2.1M 0.02% 576
2015
Q2 		$3.06M Sell
16,800
-5,000
-23% -$910K 0.07% 267
2015
Q1 		$3.79M Buy
+21,800
New +$3.83M 0.1% 232

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Twin Tree Management's EG Position: Q2 2025 in Review

Twin Tree Management sold out of Everest Group (EG) in Q2 2025, closing a stake of 25,991 shares — an estimated $9.44M sold.

Twin Tree Management first reported a position in EG in Q1 2015 and held it in 17 quarters. The position peaked at $15.7M in Q4 2024. 672 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • Twin Tree Management reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • Twin Tree Management sold 25,991 Everest Group shares in Q2 2025, an estimated $9.44M.
  • Twin Tree Management first reported a position in Everest Group in Q1 2015 and held it in 17 quarters.
  • Twin Tree Management's Everest Group position peaked at $15.7M in Q4 2024.
  • 672 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Twin Tree Management's 13F filing for Q2 2025, filed 28 Jul 2025.