Viking Global Investors
EG icon

Viking Global Investors’s Everest Group EG Stock Holding History

Viking Global Investors’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
2024
Q1 		– Sell
-652,302
Closed -$231M – 89
2023
Q4 		$231M Sell
652,302
-156,157
-19% -$60.5M 0.84% 39
2023
Q3 		$300M Sell
808,459
-229,723
-22% -$83.4M 1.22% 27
2023
Q2 		$355M Buy
+1,038,182
New +$375M 1.45% 27
2021
Q1 		– Sell
-199,505
Closed -$46.7M – 106
2020
Q4 		$46.7M Sell
199,505
-460,726
-70% -$102M 0.13% 80
2020
Q3 		$130M Buy
660,231
+242,008
+58% +$51.8M 0.47% 55
2020
Q2 		$86.2M Buy
+418,223
New +$81.4M 0.37% 54

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Viking Global Investors's EG Position: Q1 2024 in Review

Viking Global Investors sold out of Everest Group (EG) in Q1 2024, closing a stake of 652,302 shares — an estimated $231M sold.

Viking Global Investors first reported a position in EG in Q2 2020 and held it in 6 quarters. The position peaked at $355M in Q2 2023. 640 funds tracked by Wall St. Rank hold EG as of Q1 2024.

  • Viking Global Investors reported no remaining Everest Group position as of Q1 2024 after selling out during the quarter.
  • Viking Global Investors sold 652,302 Everest Group shares in Q1 2024, an estimated $231M.
  • Viking Global Investors first reported a position in Everest Group in Q2 2020 and held it in 6 quarters.
  • Viking Global Investors's Everest Group position peaked at $355M in Q2 2023.
  • 640 funds tracked by Wall St. Rank held Everest Group as of Q1 2024.

Based on Viking Global Investors's 13F filing for Q1 2024, filed 15 May 2024.