ZP
EG icon

Zimmer Partners’s Everest Group EG Stock Holding History

Zimmer Partners’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
2025
Q2 		– Sell
-95,000
Closed -$34.5M – 179
2025
Q1 		$34.5M Sell
95,000
-42,500
-31% -$15M 0.65% 33
2024
Q4 		$49.8M Buy
137,500
+11,276
+9% +$4.22M 0.86% 30
2024
Q3 		$49.5M Buy
126,224
+26,224
+26% +$9.99M 0.9% 29
2024
Q2 		$38.1M Buy
100,000
+57,500
+135% +$21.7M 0.7% 30
2024
Q1 		$16.9M Buy
42,500
+19,100
+82% +$7.16M 0.36% 51
2023
Q4 		$8.27M Sell
23,400
-89,100
-79% -$34.5M 0.3% 54
2023
Q3 		$41.8M Sell
112,500
-125,000
-53% -$45.4M 1.08% 26
2023
Q2 		$81.2M Buy
+237,500
New +$85.8M 1.91% 20

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Zimmer Partners's EG Position: Q2 2025 in Review

Zimmer Partners sold out of Everest Group (EG) in Q2 2025, closing a stake of 95,000 shares — an estimated $34.5M sold.

Zimmer Partners first reported a position in EG in Q2 2023 and held it in 8 quarters. The position peaked at $81.2M in Q2 2023. 673 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • Zimmer Partners reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • Zimmer Partners sold 95,000 Everest Group shares in Q2 2025, an estimated $34.5M.
  • Zimmer Partners first reported a position in Everest Group in Q2 2023 and held it in 8 quarters.
  • Zimmer Partners's Everest Group position peaked at $81.2M in Q2 2023.
  • 673 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Zimmer Partners's 13F filing for Q2 2025, filed 14 Aug 2025.