Aberdeen Group’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.6M | Buy |
35,476
+910
| +3% | +$300K | 0.02% | 569 |
|
|
2025
Q4 | $11.7M | Sell |
34,566
-413
| -1% | -$136K | 0.02% | 582 |
|
|
2025
Q3 | $12.1M | Buy |
34,979
+3,737
| +12% | +$1.26M | 0.02% | 574 |
|
|
2025
Q2 | $10.6M | Sell |
31,242
-485
| -2% | -$167K | 0.02% | 580 |
|
|
2025
Q1 | $11.5M | Buy |
31,727
+11,367
| +56% | +$4.02M | 0.02% | 528 |
|
|
2024
Q4 | $7.36M | Sell |
20,360
-2,995
| -13% | -$1.12M | 0.01% | 567 |
|
|
2024
Q3 | $9.16M | Sell |
23,355
-4,897
| -17% | -$1.87M | 0.02% | 537 |
|
|
2024
Q2 | $10.8M | Buy |
28,252
+3,947
| +16% | +$1.49M | 0.02% | 500 |
|
|
2024
Q1 | $9.66M | Buy |
24,305
+153
| +0.6% | +$57.4K | 0.02% | 554 |
|
|
2023
Q4 | $8.54M | Buy |
24,152
+9,003
| +59% | +$3.49M | 0.02% | 576 |
|
|
2023
Q3 | $5.63M | Buy |
15,149
+4,649
| +44% | +$1.69M | 0.01% | 536 |
|
|
2023
Q2 | $3.59M | Sell |
10,500
-1,723
| -14% | -$622K | 0.01% | 631 |
|
|
2023
Q1 | $4.38M | Buy |
12,223
+1,759
| +17% | +$632K | 0.01% | 595 |
|
|
2022
Q4 | $3.47M | Sell |
10,464
-3,457
| -25% | -$1.08M | 0.01% | 615 |
|
|
2022
Q3 | $3.65M | Sell |
13,921
-55
| -0.4% | -$14.9K | 0.01% | 601 |
|
|
2022
Q2 | $3.91M | Sell |
13,976
-226
| -2% | -$63.9K | 0.01% | 601 |
|
|
2022
Q1 | $4.36M | Sell |
14,202
-5,154
| -27% | -$1.48M | 0.01% | 608 |
|
|
2021
Q4 | $5.3M | Sell |
19,356
-1,088
| -5% | -$294K | 0.01% | 628 |
|
|
2021
Q3 | $5.19M | Sell |
20,444
-1,792
| -8% | -$460K | 0.01% | 647 |
|
|
2021
Q2 | $5.6M | Sell |
22,236
-799
| -3% | -$208K | 0.01% | 623 |
|
|
2021
Q1 | $5.71M | Buy |
23,035
+2,564
| +13% | +$611K | 0.01% | 617 |
|
|
2020
Q4 | $4.79M | Buy |
20,471
+408
| +2% | +$90.1K | 0.01% | 617 |
|
|
2020
Q3 | $3.96M | Sell |
20,063
-2,078
| -9% | -$445K | 0.01% | 600 |
|
|
2020
Q2 | $4.57M | Sell |
22,141
-1,120
| -5% | -$218K | 0.01% | 566 |
|
|
2020
Q1 | $4.48M | Sell |
23,261
-1,345
| -5% | -$343K | 0.01% | 540 |
|
|
2019
Q4 | $6.81M | Sell |
24,606
-988
| -4% | -$261K | 0.02% | 536 |
|
|
2019
Q3 | $6.81M | Sell |
25,594
-736
| -3% | -$186K | 0.02% | 524 |
|
|
2019
Q2 | $6.51M | Sell |
26,330
-4,969
| -16% | -$1.19M | 0.01% | 588 |
|
|
2019
Q1 | $6.76M | Sell |
31,299
-50,853
| -62% | -$11.1M | 0.01% | 570 |
|
|
2018
Q4 | $17.6M | Sell |
82,152
-21,594
| -21% | -$4.7M | 0.04% | 348 |
|
|
2018
Q3 | $23.7M | Sell |
103,746
-27,989
| -21% | -$6.26M | 0.04% | 349 |
|
|
2018
Q2 | $30.4M | Buy |
131,735
+2,916
| +2% | +$685K | 0.06% | 303 |
|
|
2018
Q1 | $33.1M | Buy |
128,819
+1,213
| +1% | +$291K | 0.07% | 274 |
|
|
2017
Q4 | $28.2M | Sell |
127,606
-15,550
| -11% | -$3.51M | 0.05% | 297 |
|
|
2017
Q3 | $32.7M | Buy |
+143,156
| New | +$36.1M | 0.06% | 268 |
|
Other funds holding EG
VCM
VPM
VVP
