Y-Intercept (HK)
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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
Q3 		– Sell
-4,435
Closed -$1.58M – 1704
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Y-Intercept (HK)'s EG Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Everest Group (EG) in Q3 2026, closing a stake of 4,435 shares — an estimated $1.58M sold.

Y-Intercept (HK) first reported a position in EG in Q3 2021 and held it in 13 quarters. The position peaked at $2.29M in Q1 2026. 402 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Everest Group position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 4,435 Everest Group shares in Q3 2026, an estimated $1.58M.
  • Y-Intercept (HK) first reported a position in Everest Group in Q3 2021 and held it in 13 quarters.
  • Y-Intercept (HK)'s Everest Group position peaked at $2.29M in Q1 2026.
  • 402 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.