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	–	180
2025 Q1	$34.5M	Sell	95,000 -42,500	-31%	-$15M	0.7%	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	0.93%	29
2024 Q2	$38.1M	Buy	100,000 +57,500	+135%	+$21.7M	0.73%	30
2024 Q1	$16.9M	Buy	42,500 +19,100	+82%	+$7.16M	0.37%	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	1.1%	26
2023 Q2	$81.2M	Buy	+237,500	New	+$85.8M	2.03%	20

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return