Y-Intercept (HK)’s Everest Group EG Stock Holding History

Y-Intercept (HK)’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	$1.58M	Sell	4,435 -2,580	-37%	-$883K	0.03%	830
2026 Q1	$2.29M	Buy	+7,015	New	+$2.31M	0.04%	654
2025 Q4	–	Sell	-5,633	Closed	-$1.97M	–	1661
2025 Q3	$1.97M	Buy	5,633 +2,626	+87%	+$887K	0.05%	617
2025 Q2	$1.02M	Buy	3,007 +1,206	+67%	+$416K	0.03%	929
2025 Q1	$654K	Sell	1,801 -1,441	-44%	-$509K	0.04%	585
2024 Q4	$1.18M	Sell	3,242 -356	-10%	-$133K	0.08%	363
2024 Q3	$1.41M	Buy	+3,598	New	+$1.37M	0.09%	306
2024 Q2	–	Sell	-3,634	Closed	-$1.44M	–	1515
2024 Q1	$1.44M	Buy	3,634 +1,478	+69%	+$554K	0.11%	252
2023 Q4	$762K	Buy	2,156 +1,201	+126%	+$465K	0.07%	422
2023 Q3	$355K	Buy	+955	New	+$347K	0.03%	692
2023 Q2	–	Sell	-2,129	Closed	-$762K	–	1373
2023 Q1	$762K	Buy	+2,129	New	+$765K	0.09%	350
2022 Q3	–	Sell	-911	Closed	-$255K	–	1048
2022 Q2	$255K	Buy	+911	New	+$258K	0.03%	628
2021 Q4	–	Sell	-1,559	Closed	-$391K	–	647
2021 Q3	$391K	Buy	+1,559	New	+$400K	0.07%	398

Other funds holding EG

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Y-Intercept (HK)'s EG Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Everest Group (EG) stake by 37% in Q2 2026, selling an estimated $883K and leaving 4,435 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #830.

Y-Intercept (HK) first reported a position in EG in Q3 2021 and has held it in 13 quarters since. The position peaked at $2.29M in Q1 2026. 169 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Y-Intercept (HK) held 4,435 shares of Everest Group worth $1.58M as of Q2 2026.
Y-Intercept (HK) sold 2,580 Everest Group shares in Q2 2026, an estimated $883K.
Everest Group made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #830 holding.
Y-Intercept (HK) first reported a position in Everest Group in Q3 2021 and has held it in 13 quarters since.
Y-Intercept (HK)'s Everest Group position peaked at $2.29M in Q1 2026.
169 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.