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USS Investment Management’s Everest Group EG Stock Holding History

USS Investment 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
Q2 		$479K Sell
1,342
-5,370
-80% -$1.84M ﹤0.01% 590
2026
Q1 		$2.19M Buy
6,712
+344
+5% +$113K 0.01% 470
2025
Q4 		$2.16M Buy
6,368
+118
+2% +$39K 0.01% 477
2025
Q3 		$2.19M Hold
6,250
– – 0.01% 485
2025
Q2 		$2.12M Buy
6,250
+2,397
+62% +$827K 0.01% 482
2025
Q1 		$1.4M Hold
3,853
– – 0.01% 508
2024
Q4 		$1.4M Sell
3,853
-3,722
-49% -$1.39M 0.01% 525
2024
Q3 		$2.97M Buy
7,575
+2,586
+52% +$985K 0.02% 459
2024
Q2 		$1.9M Hold
4,989
– – 0.02% 496
2024
Q1 		$1.98M Sell
4,989
-3,437
-41% -$1.29M 0.02% 488
2023
Q4 		$2.98M Hold
8,426
– – 0.03% 469
2023
Q3 		$3.13M Buy
8,426
+1,450
+21% +$526K 0.03% 451
2023
Q2 		$2.38M Hold
6,976
– – 0.03% 484
2023
Q1 		$2.5M Hold
6,976
– – 0.03% 469
2022
Q4 		$2.31M Hold
6,976
– – 0.03% 477
2022
Q3 		$1.83M Sell
6,976
-2,912
-29% -$788K 0.03% 502
2022
Q2 		$2.77M Sell
9,888
-17,257
-64% -$4.88M 0.03% 502
2022
Q1 		$8.18M Buy
27,145
+1,715
+7% +$493K 0.07% 313
2021
Q4 		$6.97M Hold
25,430
– – 0.05% 364
2021
Q3 		$6.38M Buy
25,430
+8,830
+53% +$2.26M 0.05% 364
2021
Q2 		$4.18M Hold
16,600
– – 0.03% 291
2021
Q1 		$4.11M Hold
16,600
– – 0.04% 275
2020
Q4 		$3.88M Sell
16,600
-1,600
-9% -$353K 0.04% 267
2020
Q3 		$3.6M Hold
18,200
– – 0.03% 267
2020
Q2 		$3.75M Sell
18,200
-22,300
-55% -$4.34M 0.04% 244
2020
Q1 		$7.79M Hold
40,500
– – 0.11% 133
2019
Q4 		$11.2M Sell
40,500
-7,100
-15% -$1.87M 0.11% 116
2019
Q3 		$12.7M Hold
47,600
– – 0.13% 92
2019
Q2 		$11.9M Buy
+47,600
New +$11.4M 0.12% 92

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

USS Investment Management's EG Position: Q2 2026 in Review

USS Investment Management reduced its Everest Group (EG) stake by 80% in Q2 2026, selling an estimated $1.84M and leaving 1,342 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

USS Investment Management first reported a position in EG in Q2 2019 and has held it in 29 quarters since. The position peaked at $12.7M in Q3 2019. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • USS Investment Management held 1,342 shares of Everest Group worth $479K as of Q2 2026.
  • USS Investment Management sold 5,370 Everest Group shares in Q2 2026, an estimated $1.84M.
  • Everest Group made up ﹤0.01% of USS Investment Management's portfolio in Q2 2026, its #590 holding.
  • USS Investment Management first reported a position in Everest Group in Q2 2019 and has held it in 29 quarters since.
  • USS Investment Management's Everest Group position peaked at $12.7M in Q3 2019.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on USS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.