Waverly Advisors’s Everest Group EG Stock Holding History

Waverly Advisors’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	$8.03M	Sell	24,559 -3,057	-11%	-$1.01M	0.06%	308
2025 Q4	$9.37M	Sell	27,616 -1,941	-7%	-$641K	0.08%	255
2025 Q3	$10.4M	Buy	29,557 +1,030	+4%	+$348K	0.1%	196
2025 Q2	$9.69M	Sell	28,527 -107	-0.4%	-$36.9K	0.11%	194
2025 Q1	$10.4M	Buy	+28,634	New	+$10.1M	0.13%	176
2018 Q1	–	Sell	-1,768	Closed	-$391K	–	241
2017 Q4	$391K	Hold	1,768	–	–	0.06%	166
2017 Q3	$404K	Sell	1,768 -407	-19%	-$103K	0.09%	152
2017 Q2	$554K	Hold	2,175	–	–	0.14%	126
2017 Q1	$509K	Buy	+2,175	New	+$497K	0.13%	129
2015 Q4	–	Sell	-541	Closed	-$94K	–	201
2015 Q3	$94K	Buy	541 +160	+42%	+$28.9K	0.06%	76
2015 Q2	$69K	Sell	381 -54	-12%	-$9.83K	0.04%	100
2015 Q1	$76K	Hold	435	–	–	0.04%	88
2014 Q4	$74K	Hold	435	–	–	0.04%	92
2014 Q3	$70K	Buy	435 +28	+7%	+$4.53K	0.04%	179
2014 Q2	$65K	Sell	407 -51	-11%	-$8.07K	0.03%	201
2014 Q1	$70K	Buy	458 +31	+7%	+$4.58K	0.03%	183
2013 Q4	$67K	Hold	427	–	–	0.02%	290
2013 Q3	$62K	Buy	+427	New	+$57.9K	0.03%	215

Other funds holding EG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return