Zweig-DiMenna Associates’s Everest Group EG Stock Holding History

Zweig-DiMenna Associates’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 Q1	–	Sell	-79,909	Closed	-$29M	–	82
2024 Q4	$29M	Hold	79,909	–	–	2.17%	10
2024 Q3	$31.3M	Hold	79,909	–	–	3.16%	6
2024 Q2	$30.4M	Sell	79,909 -15,335	-16%	-$5.8M	3.43%	6
2024 Q1	$37.9M	Sell	95,244 -5,166	-5%	-$1.94M	3.31%	4
2023 Q4	$35.5M	Buy	100,410 +2,240	+2%	+$867K	4%	3
2023 Q3	$36.5M	Buy	98,170 +2,670	+3%	+$969K	4.32%	2
2023 Q2	$32.6M	Buy	95,500 +6,600	+7%	+$2.38M	4.08%	1
2023 Q1	$31.8M	Buy	88,900 +14,100	+19%	+$5.07M	4.31%	1
2022 Q4	$24.8M	Buy	74,800 +21,304	+40%	+$6.64M	3.61%	1
2022 Q3	$14M	Buy	53,496 +16,450	+44%	+$4.45M	3.06%	5
2022 Q2	$10.4M	Sell	37,046 -2,544	-6%	-$719K	1.97%	17
2022 Q1	$11.9M	Sell	39,590 -41,015	-51%	-$11.8M	1.59%	22
2021 Q4	$22.1M	Buy	80,605 +16,820	+26%	+$4.55M	1.78%	12
2021 Q3	$16M	Sell	63,785 -60,379	-49%	-$15.5M	1.11%	32
2021 Q2	$31.3M	Buy	124,164 +50,029	+67%	+$13M	1.88%	4
2021 Q1	$18.4M	Sell	74,135 -19,110	-20%	-$4.55M	1.28%	22
2020 Q4	$21.8M	Sell	93,245 -47,609	-34%	-$10.5M	1.38%	20
2020 Q3	$27.8M	Buy	140,854 +15,165	+12%	+$3.25M	1.89%	9
2020 Q2	$25.9M	Buy	+125,689	New	+$24.5M	2.73%	6
2020 Q1	–	Sell	-115,439	Closed	-$32M	–	83
2019 Q4	$32M	Buy	115,439 +47,359	+70%	+$12.5M	3.19%	7
2019 Q3	$18.1M	Buy	68,080 +60,200	+764%	+$15.2M	1.61%	17
2019 Q2	$1.95M	Sell	7,880 -2,120	-21%	-$509K	0.19%	88
2019 Q1	$2.16M	Buy	+10,000	New	+$2.18M	0.24%	76
2018 Q1	–	Sell	-11,000	Closed	-$2.43M	–	148
2017 Q4	$2.43M	Buy	+11,000	New	+$2.48M	0.26%	81
2017 Q3	–	Sell	-1,700	Closed	-$433K	–	194
2017 Q2	$433K	Buy	+1,700	New	+$420K	0.03%	140
2016 Q2	–	Sell	-2,000	Closed	-$395K	–	167
2016 Q1	$395K	Buy	+2,000	New	+$370K	0.03%	105
2015 Q4	–	Sell	-1,600	Closed	-$277K	–	261
2015 Q3	$277K	Buy	1,600 +200	+14%	+$36.2K	0.01%	183
2015 Q2	$255K	Hold	1,400	–	–	0.01%	178
2015 Q1	$244K	Sell	1,400 -200	-13%	-$35.1K	0.01%	249
2014 Q4	$272K	Hold	1,600	–	–	0.01%	178
2014 Q3	$259K	Sell	1,600 -1,500	-48%	-$243K	0.01%	179
2014 Q2	$498K	Buy	3,100 +1,500	+94%	+$237K	0.02%	159
2014 Q1	$245K	Hold	1,600	–	–	0.01%	182
2013 Q4	$249K	Buy	+1,600	New	+$244K	0.01%	205
2013 Q3	–	Sell	-2,563	Closed	-$329K	–	242
2013 Q2	$329K	Buy	+2,563	New	+$331K	0.01%	182

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Zweig-DiMenna Associates's EG Position: Q1 2025 in Review

Zweig-DiMenna Associates sold out of Everest Group (EG) in Q1 2025, closing a stake of 79,909 shares — an estimated $29M sold.

Zweig-DiMenna Associates first reported a position in EG in Q2 2013 and held it in 35 quarters. The position peaked at $37.9M in Q1 2024. 679 funds tracked by Wall St. Rank hold EG as of Q1 2025.

Zweig-DiMenna Associates reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
Zweig-DiMenna Associates sold 79,909 Everest Group shares in Q1 2025, an estimated $29M.
Zweig-DiMenna Associates first reported a position in Everest Group in Q2 2013 and held it in 35 quarters.
Zweig-DiMenna Associates's Everest Group position peaked at $37.9M in Q1 2024.
679 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Zweig-DiMenna Associates's 13F filing for Q1 2025, filed 7 May 2025.