UM
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UniSuper Management’s Everest Group EG Stock Holding History

UniSuper 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 		$2.03M Sell
6,225
-420
-6% -$138K 0.01% 462
2025
Q4 		$2.25M Sell
6,645
-282
-4% -$93.1K 0.01% 457
2025
Q3 		$2.43M Buy
6,927
+694
+11% +$234K 0.01% 457
2025
Q2 		$2.12M Buy
6,233
+171
+3% +$59K 0.01% 464
2025
Q1 		$2.2M Hold
6,062
– – 0.02% 440
2024
Q4 		$2.2M Buy
6,062
+1,379
+29% +$516K 0.02% 429
2024
Q3 		$1.83M Buy
4,683
+128
+3% +$48.8K 0.01% 473
2024
Q2 		$1.74M Buy
4,555
+1,559
+52% +$589K 0.01% 433
2024
Q1 		$1.19M Buy
2,996
+2,524
+535% +$946K 0.01% 435
2023
Q4 		$167K Buy
472
+172
+57% +$66.6K ﹤0.01% 563
2023
Q3 		$112K Hold
300
– – ﹤0.01% 571
2023
Q2 		$103K Buy
+300
New +$108K ﹤0.01% 587

Other funds holding EG

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return